Christi Van Rite (CRD# 4946835) is an Investment Advisor Representative working at White River Investments in Cripple Creek, CO and has over 18 years of experience in the finance industry. Christi Van Rite 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.
CRD# 6403098
Rfg Advisory, LLC
CRD# 2202065
Adelmann Financial, Inc.
CRD# 6728761
T. Rowe Price Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| White River Consulting, LLC | Austin, TX | Jan 2018 - Current | 6 |
| U.s. Capital Wealth Advisors, LLC | Austin, TX | Feb 2018 - Sep 2021 | 3 |
| Raymond James & Associates, Inc. | Austin, TX | Dec 2010 - Jan 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2005 |
- CO
- TX
-
Total Assets Under Management22MILLIONS
-
Total Number of Accounts108ACCOUNTS
-
Average Account Value$205,667
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO, TX
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