Luke Ridder, financial advisor Covington KY

Luke Ridder

CRD Number: 6975050
Current Firm: Fidelity Personal And Workplace Advisors

Luke Ridder (CRD# 6975050) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Covington, KY and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Covington, KY May 2021 - Current 3
Bank Of America Cincinnati, OH Sep 2020 - May 2021 < 1
Fidelity Investments Covington, KY Jun 2018 - Sep 2020 2
University Of Kentucky Lexington, KY Aug 2014 - May 2018 3
Walther, Gay, Mack Plc Lexington, KY Sep 2017 - Apr 2018 < 1
Veritude Covington, KY May 2017 - Aug 2017 < 1
Staples Lexington, KY Sep 2016 - May 2017 < 1
Snappy Tents Elsmere, KY May 2014 - Aug 2016 2
Reds Team Shop Cincinnati, OH Apr 2014 - Aug 2016 2
Delaware North Cincinnati, OH Mar 2014 - Jul 2016 2
Kroger Lexington, KY Jan 2016 - May 2016 < 1
Bingham, Greenebaum, Doll LLP Lexington, KY Aug 2014 - Nov 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2018
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Luke E. Ridder
Phone Number: 617-563-7000
Registered State(s):
  • KY
  • TX
By the Numbers
  • Total Assets Under Management
    818,776
    MILLIONS
  • Total Number of Accounts
    1,991,043
    ACCOUNTS
  • Average Account Value
    $411,230
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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