Rita Itsell, financial advisor Columbus OH

Rita Itsell

CRD Number: 4648290
Current Firm: Pds Planning Inc.

Rita Itsell (CRD# 4648290) is an Financial Planning Advisor working at PDS Planning Inc. in Columbus, OH and has 15 years of experience in the finance industry.

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Company Name Location Dates Years
Pds Planning, Inc. Columbus, OH Oct 2002 - Current 18
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2014
Contact Info for Rita M. Itsell
By the Numbers
  • Total Assets Under Management
    682
    MILLIONS
  • Total Number of Accounts
    2,524
    ACCOUNTS
  • Average Account Value
    $270,288
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

CA, FL, MI, NC, NH, NY, OH, TX

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