Liz Rich, financial advisor West Burlington IA
93 score

Liz Rich

CRD Number: 1823226
Current Firm: Invest Financial Corporation

Liz Rich (CRD# 1823226) is an Investment Advisor Representative working at Invest Financial Corporation in West Burlington, IA and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Two Rivers Bank & Trust Burlington, IA Oct 2005 - Current 11
Invest Financial Corp Tampa, FL Oct 2005 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1993
S65 NASAA Investment Advisors Law Examination Mar 2001
Contact Info for Liz P. Rich
Phone Number: (813) 880-5300
Registered State(s):
  • AZ
  • FL
  • IL
  • IA
  • KS
  • MO
  • OH
  • SD
  • TX
By the Numbers
  • Total Assets Under Management
    4,432
    MILLIONS
  • Total Number of Accounts
    31,513
    ACCOUNTS
  • Average Account Value
    $140,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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