Kelsey Ridge
Kelsey Ridge is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Chattanooga, TN, with 6 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
801 Broad Street, Floor 12, Chattanooga, TN, 37402
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kelsey works as an associate/employee for Pinnacle Asset Management, Pinnacle Bank, and The Frank Group, all starting in August 2022. These roles involve assisting advisors, building relationships, and seeking prospect opportunities, taking about half of Kelsey's time for the first two and about 10-20% of her time for the last.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
First Horizon Advisors, INC
First Horizon Advisors, INC.Broker
State Registrations9 states
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