Karrie Southall, financial advisor Richmond VA

Karrie Southall

CRD Number: 3082873
Current Firm: Riverfront Investment Group, LLC

Karrie Southall (CRD# 3082873) is an Investment Advisor Representative working at Riverfront Investment Group, LLC in Richmond, VA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Riverfront Investment Group, LLC Richmond, VA Mar 2020 - Current 4
Alps Distributors, Inc. Richmond, VA May 2010 - Current 13
Riverfront Investment Group, LLC Richmond, VA May 2017 - Mar 2020 2
Riverfront Investment Group, LLC Richmond, VA Oct 2016 - May 2017 < 1
Riverfront Investment Group, LLC Richmond, VA Mar 2013 - Oct 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1999
S65 NASAA Investment Advisors Law Examination Sep 2000
Contact Info for Karrie B. Southall
Phone Number: 804-549-4800
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    796
    MILLIONS
  • Total Number of Accounts
    677
    ACCOUNTS
  • Average Account Value
    $1,175,177
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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