LR
LR

Louise Rider

9 Years of Experience
Winston-Salem, NC
1 DisclosureBroker

Louise Rider is a registered investment advisor at Raymond James & Associates, INC., based in Winston-Salem, NC, with 9 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 (1)
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Criminal
April 2009
Final Disposition
Employment History
Current Registrations
Raymond James & Associates, INC.
September 2023 - Present · 2 yrs 8 mos
Raymond James & Associates, INC.Broker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Dimensional Fund Advisors LP
May 2016 - April 2023 · 6 yrs 11 mos
Dfa Securities LLCBroker
February 2016 - April 2023 · 7 yrs 2 mos
State Registrations4 states
ALGANCNY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.