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# 2962660
Grove Point Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Faim Group Strategic Solutions Center, Llc Of Baltimore | Baltimore, MD | Apr 2010 - Current | 14 |
People First (formerly Strategic Solutions Center, Llc) | Landover, MD | Apr 2007 - Current | 17 |
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 |
- MD
- VA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
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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