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Rebecca Christine Rich

Fermata Advisors

Chico, CA

Sonoma, CA

CRD 7786149

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Employer firm

Fermata Advisors CRD 305614

$1.01B regulatory AUM 6 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Fermata Advisors

539 Broadway Suite A, Sonoma, CA 95476 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-01-19
  • CA RA
    APPROVED
    Since 2024-01-19

Branch Locations

2452 Lakewest Drive, Suite E, Chico, CA 95928 • United States

539 Broadway Suite A, Sonoma, CA 95476 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Envestnet Chicago IL 05/2016 02/2018
Envestnet Tucson AZ 02/2018 04/2020
Envestnet Chicago IL 04/2020 08/2021
Envestnet Chicago IL 08/2021 04/2023
Fermata Advisors Llc, Dba Rich Financial Chico CA 06/2023 09/2023
Fermata Advisors Llc, Dab Rich Financial Chico CA 01/2024 Present
Unemployed Chico CA 09/2023 01/2024
  • 05/2016 → 02/2018
    Envestnet
    Chicago, IL
  • 02/2018 → 04/2020
    Envestnet
    Tucson, AZ
  • 04/2020 → 08/2021
    Envestnet
    Chicago, IL
  • 08/2021 → 04/2023
    Envestnet
    Chicago, IL
  • 06/2023 → 09/2023
    Fermata Advisors Llc, Dba Rich Financial
    Chico, CA
  • 01/2024 → Present
    Fermata Advisors Llc, Dab Rich Financial
    Chico, CA
  • 09/2023 → 01/2024
    Unemployed
    Chico, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-03
  • S65 Uniform Investment Adviser Law Examination
    2023-08-03
Other Names
  • Rebecca Christine Lange

View on SEC IAPD

Nearby Firms

WALLER FINANCIAL COACHING
CETERA INVESTMENT ADVISERS LLC
FARMERS ASSET MANAGEMENT, LLC

Nearby Investors

JUSTIN CHADE WALLER
DANA DUANE FUNK
Paul Lawrence Munly

Nearby Offices

WALLER FINANCIAL COACHING · CHICO, CA
CETERA INVESTMENT ADVISERS LLC · CHICO, CA
FARMERS ASSET MANAGEMENT, LLC · Chico, CA

More in Chico, CA

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