Unclaimed Profile

William Radford Aldridge

CHI-RHO FINANCIAL, LLC·PEACHTREE CORNERS, Georgia

Series 65Clean record10 years registeredCHI-RHO FINANCIAL, LLC

3295 RIVER EXCHANGE DRIVE, PEACHTREE CORNERS, GA 30092CRD# 5707906Firm CRD# 138947

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Radford Aldridge · PEACHTREE CORNERS, GA

Registration

CRD #5707906 · CHI-RHO FINANCIAL, LLC · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CHI-RHO FINANCIAL, LLC

CHI-RHO FINANCIAL, LLC

Feb 2016 – May 2019

PEACHTREE CORNERS, GA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 11, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CHI-RHO FINANCIAL, LLC

CRD 138947 · SEC 801-74211

AUM

$981M

Regulatory assets under management

Employees

6 client accounts

Services offered by CHI-RHO FINANCIAL, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at CHI-RHO FINANCIAL, LLC →

Introduction

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Frequently Asked Questions

What services does William Radford Aldridge offer?

William Radford Aldridge specializes in Investment Management, Retirement Planning.

What are William Radford Aldridge's credentials?

William Radford Aldridge is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Radford Aldridge located?

William Radford Aldridge is based in PEACHTREE CORNERS, Georgia, last registered with CHI-RHO FINANCIAL, LLC.

How does William Radford Aldridge charge for services?

William Radford Aldridge's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHI-RHO FINANCIAL, LLC?

CHI-RHO FINANCIAL, LLC has approximately 13 employees and manages $981M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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