Richard Allridge, financial advisor Bethesda MD

Richard Allridge

CRD Number: 6121407
Current Firm: Allridge Wealth Management, Inc.

Richard Allridge (CRD# 6121407) is an Investment Advisor Representative working at Allridge Wealth Management, Inc. in Bethesda, MD and has over 7 years of experience in the finance industry. Richard Allridge has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Century Financial Group, LLC Fairfax, VA Jun 2017 - Current 6
Allridge Wealth Management, P.c. 3 Bethesda Metro Center, Suite 700, MD Jun 2017 - Current 6
Voya Financial Advisors, Inc, Warrenton, VA Jun 2015 - Jun 2017 2
Voya Financial Advisors Trappe, PA Sep 2014 - Mar 2015 < 1
Kalejta Financial Management Trappe, PA Dec 2013 - Mar 2015 1
Ing Financial Partners, Inc. Trappe, PA Dec 2013 - Aug 2014 < 1
Unemployed Ardmore, PA May 2013 - Dec 2013 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2015
Contact Info for Richard W. Allridge
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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