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Elizabeth Riddle

10 Years of Experience
Winston-Salem, NC
Broker

Elizabeth Riddle is a registered investment advisor at Raymond James & Associates, INC., based in Winston-Salem, NC, with 10 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

100 North Main Street, Suite 2400, Winston-Salem, NC, 27101

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Elizabeth owns rental real estate properties. She dedicates minimal time to managing these investments.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
March 2021 - Present · 5 yrs 2 mos
Raymond James & Associates, INC.
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2016 - March 2021 · 4 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2016 - March 2021 · 4 yrs 4 mos
Sagepoint Financial, INC.
April 2016 - October 2016 · 6 mos
Sagepoint Financial, INC.Broker
November 2015 - October 2016 · 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.