Katrina Riddick is a registered investment advisor at People First Financial Advisors, based in Landover, MD, with 30 years of industry experience. Katrina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.50% |
| $50K - $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K+ | 1.00% |
People First will never charge more than 2.5% of total assets under advisement for same name client accounts. Fees may be negotiable.
Fee Estimator
Location
8181 Professional Place, Suite 202, Landover, MD, 20785
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Katrina is the President and CEO of Financial Advisory Investment Management Group, LLC, and provides financial advisory consulting to state and local governments, dedicating nearly full-time hours to this role. She also serves as President and CEO of FAIM Group Strategic Solutions Center, LLC, consulting with small and start-up minority-owned businesses, which requires minimal time.
Employment History
Current Registrations
People First Financial Advisors
Previous Registrations
Percival Financial Partners, LTD.Broker
Backstrom Mccarley Berry & CO., LLCBroker
Percival Financial Partners, LTD.Broker
Innova Securities, INC.Broker
M. R. Beal & CompanyBroker
Innova Securities, INC.Broker
Jackson Securities LLCBroker
Legg Mason Wood Walker, IncorporatedBroker
Howard, Weil, Labouisse, Friedrichs INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.