Katrina Riddick (CRD# 2484616) is an Investment Advisor Representative working at People First Financial Advisors in Landover, MD and has over 29 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Faim Group Strategic Solutions Center, Llc Of Baltimore | Baltimore, MD | Apr 2010 - Current | 13 |
People First (formerly Strategic Solutions Center, Llc) | Landover, MD | Apr 2007 - Current | 16 |
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 |
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- MD
- VA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
- Other
MD, VA
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