Richard W. Allridge
Professional summary
Richard Warren Allridge, CFP®, who also goes by Richard Warrer Allridge, Richard Allridge, is a registered financial advisor currently at ALLRIDGE WEALTH MANAGEMENT, INC located in Bethesda, Maryland.
Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Richard has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Richard Warren Allridge's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2017
Experience
January 30, 2018 - Present
ALLRIDGE WEALTH MANAGEMENT, INC
Office #1: 3 Bethesda Metro Center, Suite 700, Bethesda, MD 20814February 5, 2018 - February 13, 2023
CENTURY FINANCIAL GROUP, LLC.
August 20, 2015 - December 27, 2016
VOYA FINANCIAL ADVISORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/30/2018)
(1/30/2018)
Exams
Current Firm
ALLRIDGE WEALTH MANAGEMENT, INC
CRD#: 117249 / SEC#: 801-135547
Contact information
Documents
Regulatory assets under management
| Total Number of Accounts | 129 |
| AUM (Assets Under Management) | $ 103,273,487 |
Red Flags
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