Rita Itsell (CRD# 4648290) is an Financial Planning Advisor working at PDS Planning Inc. in Columbus, OH and has 15 years of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pds Planning, Inc. | Columbus, OH | Oct 2002 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2014 |
- OH
-
Total Assets Under Management1,390MILLIONS
-
Total Number of Accounts3,082ACCOUNTS
-
Average Account Value$451,025
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- 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
AR, AZ, CA, CO, FL, IN, KY, MI, NC, NE, NH, NY, OH, TX
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