Rita Hendrick-Smith, financial advisor New Bern NC
93 score

Rita Hendrick-Smith

CRD Number: 4621478
Current Firm: Altrius Capital Management, Inc.

Rita Hendrick-Smith (CRD# 4621478) is an Investment Advisor Representative working at Altrius Capital Management, Inc. in New Bern, NC and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Altrius Capital Management, Inc. New Bern, NC Oct 2007 - Current 10
Financial Network El Segundo, CA Jun 2008 - Dec 2009 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2012
Contact Info for Rita A. Hendrick-Smith
Phone Number: 252-638-7598
Firm Website: http://www.altrius.us
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States


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

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