Rita BunchCRD Number: 1882042
Current Firm: 4wealth Advisors, Inc.
Rita Bunch (CRD# 1882042) is an Investment Advisor Representative working at 4wealth Advisors, Inc. in Burr Ridge, IL and has over 27 years of experience in the finance industry.
Sequoia Wealth Management, LLC
Hightower Advisors, LLC
Securities America Advisors, Inc.
|Purshe Kaplan Sterling Investments||Albany, NY||Aug 2013 - Current||9|
|4 Wealth Advisors, Inc.||Burr Ridge, IL||Dec 2012 - Current||9|
|Royal Alliance Associates, Inc.||Elmwood Park, IL||Dec 2002 - Aug 2013||10|
|Cambridge Wealth Management, Inc.||Elmwood Park, IL||Feb 2004 - Dec 2012||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1994|
|S65||NASAA Investment Advisors Law Examination||Feb 1995|
Total Assets Under Management190MILLIONS
Total Number of Accounts455ACCOUNTS
Average Account Value$418,147
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, IL, IN, LA, TX
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