Rita Reggio, financial advisor Carpinteria CA
93 score

Rita Reggio

CRD Number: 1983079
Current Firm: Planmember Securities Corporation

Rita Reggio (CRD# 1983079) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Planmember Securities Corporation Carpinteria, CA Feb 2002 - Current 14
Long Beach Unified School District Long Beach, CA Feb 1992 - Current 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1991
Contact Info for Rita G. Reggio
Phone Number: 805-684-1199
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,638
    MILLIONS
  • Total Number of Accounts
    49,000
    ACCOUNTS
  • Average Account Value
    $53,828
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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