William Riddick, financial advisor Dallas TX
93 score

William Riddick

CRD Number: 5466494
Current Firm: Argentus Advisors, LLC

William Riddick (CRD# 5466494) is an Investment Advisor Representative working at Argentus Advisors, LLC in Dallas, TX and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Argentus Securities, LLC Dallas, TX Feb 2012 - Current 4
Argentus Advisors, LLC Dallas, TX Feb 2012 - Current 4
Royal Alliance Associates Fort Lauderdale, FL May 2010 - Feb 2012 1
Ameriprise Financial Services, Inc. Boca Raton, FL Feb 2008 - May 2010 2
University Of Florida Gainesville, FL Aug 2005 - Dec 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for William J. Riddick
Phone Number: 972-663-4300
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    339
    MILLIONS
  • Total Number of Accounts
    1,595
    ACCOUNTS
  • Average Account Value
    $212,410
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, LA, MA, MI, MN, MS, MT, NC, NE, NJ, NV, NY, OH, OK, OR, PA, PR, SC, TN, TX, VA, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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