Rita Sinasohn-Pharr (CRD# 7031554) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in San Jose, CA and has over 4 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sinasohn Business Administration Services | South San Francisco, CA | Sep 2022 - Current | < 1 |
| Jasper Ridge Farm | Woodside, CA | Mar 2019 - Current | 3 |
| Transamerica Financial Advisors, Inc. | San Jose, CA | Oct 2018 - Current | 4 |
| Webb Ranch, Inc. | Portola Valley, CA | Jan 2017 - Current | 6 |
| World Financial Group, Inc. | San Jose, CA | May 2016 - Current | 6 |
| Sinasohn Training | South San Francisco, CA | Jan 1993 - Current | 30 |
| Odgers Berndtson | San Mateo, CA | Jul 2017 - Jan 2019 | 1 |
| Branscomb Farms LLC | Woodside, CA | Oct 2016 - Jan 2017 | < 1 |
| Chapparral At Woodside | Mountain View, CA | May 2016 - Sep 2016 | < 1 |
| Kathleen Rohen Jolson Stables | Nicasio, CA | Oct 2015 - May 2016 | < 1 |
| Maesta 1, Llc (sierra Nevada Lusitanos) | Las Vegas, NV | Jul 2015 - Jan 2016 | < 1 |
| R Ranch At The Lake | Napa, CA | Feb 2015 - Jul 2015 | < 1 |
| San Francisco Unified School District | San Francisco, CA | Oct 2014 - Jan 2015 | < 1 |
| Golden Gate Stables LLC | Menlo Park, CA | Feb 2014 - Aug 2014 | < 1 |
| Kathryn Ullrich Associates | San Mateo, CA | Jan 2011 - Mar 2014 | 3 |
| Impec Group | Santa Clara, CA | May 2013 - Nov 2013 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2019 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2019 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management1,759MILLIONS
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Total Number of Accounts50,030ACCOUNTS
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Average Account Value$35,152
- A percentage of assets under your management
- Commissions
- 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
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