Theodore Rich (CRD# 2592493) is an Investment Advisor Representative working at Rivertree Advisors, LLC in Boulder, CO and has over 28 years of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rivertree Advisors, LLC | Orlando, FL | Jul 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1995 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1998 |
- CO
- FL
-
Total Assets Under Management169MILLIONS
-
Total Number of Accounts333ACCOUNTS
-
Average Account Value$506,500
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO, FL
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