Katrina Riddick, financial advisor Landover MD

Katrina Riddick

CRD Number: 2484616
Current Firm: People First Financial Advisors

Katrina Riddick (CRD# 2484616) is an Investment Advisor Representative working at People First Financial Advisors in Landover, MD and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Faim Group Strategic Solutions Center, Llc Of Baltimore Baltimore, MD Apr 2010 - Current 12
People First (formerly Strategic Solutions Center, Llc) Landover, MD Apr 2007 - Current 15
Percival Financial Partners, Ltd Baltimore, MD Nov 2016 - Jan 2017 < 1
Backstrom Mccarley Berry & Company, LLC San Francisco, CA Oct 2014 - Sep 2016 1
Percival Financial Partners, Ltd. Baltimore, MD Oct 2010 - Jul 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1994
S66 NASAA Uniform Combined State Law Examination Aug 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Katrina R. Riddick
Phone Number: 301-577-8900, EXT. 105
Registered State(s):
  • MD
  • VA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

MD, VA

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