Rita AbraldesCRD Number: 6435798
Current Firm: Ameritas Advisory Services
Rita Abraldes (CRD# 6435798) is an Investment Advisor Representative working at Ameritas Advisory Services in San Francisco, CA and has over 5 years of experience in the finance industry.
Polaris Wealth Advisory Group
Monetary Management Corporation
Wealth & Tax Planners
|Canvas Financial||San Francisco, CA||Aug 2018 - Current||2|
|Ameritas Life Insurance Corp||Lincoln, NE||Feb 2015 - Current||6|
|Ameritas Investment Corp||Lincoln, NE||Feb 2015 - Current||6|
|Boom Planning||San Francisco, CA||Feb 2015 - Current||6|
|20/20 Capital Management||Costa Mesa, CA||Jan 2016 - Dec 2018||2|
|20/20 Financial Advisers, San Francisco, LLC||San Francisco, CA||Feb 2015 - Dec 2018||3|
|Paladar Cafe Cubano||San Francisco, CA||Jul 2007 - Dec 2015||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2015|
|S65||NASAA Investment Advisors Law Examination||Sep 2015|
Total Assets Under Management9,271MILLIONS
Total Number of Accounts31,262ACCOUNTS
Average Account Value$296,564
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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