William Riddick, financial advisor Palm City FL

William Riddick

CRD Number: 5466494
Current Firm: Riddick & Co Entrepreneurial Finance, LLC

William Riddick (CRD# 5466494) is an Investment Advisor Representative working at Riddick & Co Entrepreneurial Finance, LLC in Palm City, FL and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Riddick & Co Entrepreneurial Finance, LLC Palm City, FL May 2021 - Current 2
Saffer & Company Boca Raton, FL Nov 2019 - Current 4
Fortitude Advisory Group LLC Plantation, FL Apr 2012 - Current 11
Wealth Inn, LLC Palm City, FL Feb 2012 - Current 12
Youthful Life, LLC Palm City, FL Feb 2017 - Dec 2023 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for William J. Riddick
Phone Number: 772-617-5757
Registered State(s):
  • FL
Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLIONS
  • Total Number of Accounts
    42
    ACCOUNTS
  • Average Account Value
    $126,242
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

FL

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