Rita L. Chan
Professional summary
Rita Lichu Chan, CFP®, who also goes by Rita Chan Martin, Rita Lichu Chan Martin, is a registered financial advisor currently at DESTINATION WEALTH MANAGEMENT located in Walnut Creek, California.
Rita is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Rita has worked at 2 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Rita Lichu Chan's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2008
Experience
August 2, 2011 - Present
DESTINATION WEALTH MANAGEMENT
Office #1: 1255 Treat Boulevard Suite 900, Walnut Creek, CA 94597December 10, 1999 - December 19, 2003
CHARLES SCHWAB & CO., INC.
Primary Firm SEC Registration
DESTINATION WEALTH MANAGEMENT
CRD#: 110365 / SEC#: 801-53077
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/2/2011)
(2/17/2012)
Exams
Current Firm
DESTINATION WEALTH MANAGEMENT
CRD#: 110365 / SEC#: 801-53077
Contact information
SEC notice filing (28 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,732 |
| AUM (Assets Under Management) | $ 4,145,050,618 |
Red Flags
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Company Information
DESTINATION WEALTH MANAGEMENT
CRD#: 110365Walnut Creek, CA 94597TRUST BUT VERIFY
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