Richard AllridgeCRD 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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Reframe Wealth, LLC
|Century Financial Group, LLC||Fairfax, VA||Jun 2017 - Current||5|
|Allridge Wealth Management, P.c.||3 Bethesda Metro Center, Suite 700, MD||Jun 2017 - Current||5|
|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|
|Affinity Wealth Management||Wilmington, DE||Mar 2013 - May 2013||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2015|
Total Assets Under Management46MILLIONS
Total Number of Accounts74ACCOUNTS
Average Account Value$616,704
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
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