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Rebecca Christine Rich

Fermata Advisors

Chico, CA

Sonoma, CA

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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

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INTEGRATED ADVISORS NETWORK LLC
MURRAY FINANCIAL SERVICES, INC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
VALIC FINANCIAL ADVISORS, INC.

Other Investors

JUSTIN CHADE WALLER
DANA DUANE FUNK
Paul Lawrence Munly
ANNA CHRISTINA NELSON
GUERDON TISDALE ELY
GANNON KENNETH JAMES AGNEW
KEVIN IAN MURRAY
CHAD LAWTON PARKER

Other Offices

WALLER FINANCIAL COACHING · CHICO, CA
CETERA INVESTMENT ADVISERS LLC · CHICO, CA
FARMERS ASSET MANAGEMENT, LLC · Chico, CA
INTEGRATED ADVISORS NETWORK LLC · Chico, CA
MURRAY FINANCIAL SERVICES, INC · CHICO, CA
MURRAY FINANCIAL SERVICES, INC · CHICO, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Chico, CA
EDWARD JONES · CHICO, CA

More in Chico, CA

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