Catherine
Atwood

Salomon And Ludwin

CRD#5857186
Investment Advisor
in Henrico, VA

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About this Advisor

Catherine Atwood is a financial advisor based in Henrico, Virginia, working with Salomon And Ludwin. Catherine has previously held positions at Alps Distributors, Inc, Wells Fargo Clearing Services, LLC, Salomon And Ludwin, LLC, Founders Grove Wealth Partners, Riverfront Investment Group, and Wells Fargo Advisors LLC. Catherine has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas and Virginia. Currently, Catherine is part of Salomon And Ludwin, which operates out of Henrico, Virginia. The firm has 1 office and 12 employees. The firm manages assets totaling $1.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Salomon And Ludwin includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1401 Gaskins Road
Henrico, VA 23238

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Salomon And Ludwin Brokerage Details

Total Assets Under Management

$1,709,639,369

VA Average: $1,835,309,194
Total Number of Employees

12

VA Average: 32
Total Number of Accounts

2,214

VA Average: 1,458
Average Account Size

$772,195

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Catherine Atwood Work History

2024 - Present (0 year)

Founders Grove Wealth Partners

2018 - Present (6 years)

Salomon And Ludwin, LLC

2017 - 2018 (1 year)

Wells Fargo Clearing Services, LLC

2015 - 2017 (2 years)

Alps Distributors, Inc

2015 - 2017 (2 years)

Riverfront Investment Group

2012 - 2015 (3 years)

Wells Fargo Advisors LLC

Disclosures

Please visit the SEC profile of Catherine Atwood to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Salomon And Ludwin

Jacob Salomon
New York, NY
Catherine Atwood
Henrico, VA
David Staples
Henrico, VA
Dalal Salomon
Henrico, VA
Jeremiah Winters
Henrico, VA
Daniel Ludwin
Henrico, VA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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