Rita Bunch is a registered investment advisor, based in Burr Ridge, IL, with 31 years of industry experience.
Location
745 Mcclintock Drive, Suite 150, Burr Ridge, IL, 60527-6490
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Rita is an Investment Advisor Representative (IAR) and Registered Investment Advisor (RIA) with 4Wealth Advisors, dedicating full-time hours to discovering client needs and making investment choices. She is also an insurance agent with 4Wealth Insurance Group, spending a few hours per week evaluating life insurance needs and submitting applications.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
4wealth Advisors, INC.
Previous Registrations
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Money Concepts Capital CORP
Money Concepts Capital CORPBroker
Mercantile Investment Services, INC.Broker
Smith Barney INC.Broker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.