Ann Rigsby, financial advisor Deland FL

Ann Rigsby

CRD Number: 4329973
Current Firm: Drt Financial Advisors

Ann Rigsby (CRD# 4329973) is an Investment Advisor Representative working at Drt Financial Advisors in Deland, FL and has over 24 years of experience in the finance industry. Ann Rigsby has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Dreggors, Rigsby & Teal, Pa Deland, FL Jan 2000 - Current 24
Brighthouse Financial Charlotte, NC Jan 2000 - Current 24
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Ann J. Rigsby
Phone Number: 386-734-9441
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    76
    MILLIONS
  • Total Number of Accounts
    145
    ACCOUNTS
  • Average Account Value
    $520,859
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
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
Types of Clients
Registered States

FL

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