Alexis
Riddick
Osaic Institutions, Inc
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About this Advisor
Alexis Riddick is a financial advisor based in Newport News, Virginia, working with Osaic Institutions, Inc. Alexis has previously held positions at Cuso Financial Services, Lp, Bayport Credit Union, Chowan University, Mcdonalds, Moe's Southwest Grill, Journeys, Bojangles, Cinema Cafe, Tidewater Staffing, Hampton City Public Schools, and Osaic Institutions, Inc. Alexis has passed the Series 66 regulatory exam and is registered to provide services in Virginia. Currently, Alexis is part of Osaic Institutions, Inc, which operates out of Newport News, Virginia. The firm has 574 offices and 630 employees. The firm manages assets totaling $4.0 billion and serves charitable clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Osaic Institutions, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Institutions, Inc Brokerage Details
$4,024,448,971
630
8,779
$458,418
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Alexis Riddick Work History
Osaic Institutions, Inc
Bayport Credit Union
Cuso Financial Services, Lp
Bayport Credit Union
Bayport Credit Union
Tidewater Staffing
Cinema Cafe
Chowan University
Bojangles
Chowan University
Mcdonalds
Moe'S Southwest Grill
Journeys
Bayport Credit Union
Hampton City Public Schools
Disclosures
Please visit the SEC profile of Alexis Riddick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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