Rita Abel, financial advisor Towson MD

Rita Abel

CRD Number: 2436101
Current Firm: Abel Financial Management Company

Rita Abel (CRD# 2436101) is an Investment Advisor Representative working at Abel Financial Management Company in Towson, MD and has over 26 years of experience in the finance industry. Rita Abel 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.

Similar Advisors
Nicholas Ibello, financial advisor Towson MD
Nicholas A. Ibello
CRD# 5820593
Commonwealth Financial Network
Similar Advisors
Brian Kuhn, financial advisor Towson MD
Brian Kuhn
CRD# 4474832
Planning Solutions Group, LLC
Similar Advisors
Christopher Blair, CFP®, financial advisor Towson MD
Christopher J. Blair, CFP®
CRD# 6344122
Vansant Mewshaw
Professional Designations
Company Name Location Dates Years
Abel Financial Management, Company Towson, MD Jan 1994 - Current 26
Rita Abel, Cpa Baltimore, MD May 1991 - Current 28
La Salle St. Securities, Inc. Baltimore, MD Sep 1997 - Dec 2013 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1994
Contact Info for Rita Abel
Phone Number: 410-307-1200
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    55
    MILLIONS
  • Total Number of Accounts
    181
    ACCOUNTS
  • Average Account Value
    $304,696
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

MD, TX

Ready to hire a financial advisor? Get competitive proposals from Rita Abel and other advisors.
BADGES
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.