Rebecca Christine Rich
Investment adviser representative at Fermata Advisors
10 yearsExperience
1 stateRegistered in
$1BFirm assets
7 yearsFirm in business
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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
Experience
10 years in the industry.
- Fermata AdvisorsJan 2024 to now
- Fermata Advisors LLC, Dab Rich FinancialJan 2024 to now
- UnemployedSep 2023 to Jan 2024
- Fermata Advisors LLC, dba Rich FinancialJun 2023 to Sep 2023
- EnvestnetMay 2016 to Apr 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
Fermata Advisors
Legal name: Fermata Advisors, LLC
$1BAssets managed
3,879Clients
14Advisers
7 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
- 7786149
- Firm CRD
- 305614