Rita Bunch, financial advisor Burr Ridge IL

Rita Bunch

CRD 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.

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Securities America Advisors, Inc.
Company Name Location Dates Years
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
Contact Info for Rita D. Bunch
Phone Number: 708-695-5300
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    190
    MILLIONS
  • Total Number of Accounts
    455
    ACCOUNTS
  • Average Account Value
    $418,147
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, IL, IN, LA, TX

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