David Lee Rishel
Investment adviser representative at Bill Few Associates, Inc.
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Summit Street Capital Management, LLCApr 2025 to now
- Bill Few Associates, Inc.Jul 2012 to now
- Aca GroupJul 2022 to Oct 2024
- ForesideAug 2021 to Jul 2022
- Bill Few Securities, Inc.Jul 2012 to Dec 2021
- Hardin Compliance Consulting LLCJul 2012 to Jul 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law1998
State registrations
Registered as an investment adviser representative in 1 state (PA).
Bill Few Associates, Inc.
$2.7BAssets managed
2,972Clients
28Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2904952
- Firm CRD
- 133561