Christi L. Van Rite
Professional summary
Christi Lynn Van Rite, CFP®, who also goes by Christi Lynn Head, is a registered financial advisor currently at WHITE RIVER INVESTMENTS located in Austin, Texas.
Christi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Christi has worked at 4 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Christi Lynn Van Rite's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2016
Experience
September 19, 2021 - Present
WHITE RIVER INVESTMENTS
February 5, 2018 - October 4, 2021
U.S. CAPITAL WEALTH ADVISORS, LLC
January 10, 2011 - February 5, 2018
RAYMOND JAMES & ASSOCIATES, INC.
January 5, 2011 - February 5, 2018
RAYMOND JAMES & ASSOCIATES, INC.
December 8, 2008 - October 26, 2009
RAYMOND JAMES & ASSOCIATES, INC.
December 5, 2008 - October 26, 2009
RAYMOND JAMES & ASSOCIATES, INC.
June 27, 2005 - December 10, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
June 14, 2005 - December 10, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/21/2021)
(9/19/2021)
Exams
Current Firm
WHITE RIVER INVESTMENTS
CRD#: 313722 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 115 |
| AUM (Assets Under Management) | $ 22,763,849 |
Red Flags
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