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Jacqueline Marie Carrico

Riverfront Investment Group, LLC

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About Jacqueline Marie Carrico

Jacqueline Carrico is a registered investment advisor representative at Riverfront Investment Group, LLC in Richmond, VA. Jacqueline has been in the securities industry since 2014. Jacqueline is also a registered representative with the firm. Jacqueline has a Series 7 and Series 66 license. Jacqueline is also a director of internal sales for Riverfront Investment Group. In addition to her work with Riverfront Investment Group, Jacqueline is also a registered representative for ALPS Distributors, Inc.

Firm Information

Jacqueline Carrico is currently registered with Riverfront Investment Group, LLC. Riverfront Investment Group, LLC is an investment advisor based in RICHMOND, VA. They provide portfolio management services to individuals, investment companies, and other clients. They also offer model delivery platforms. The firm manages approximately $751 million in assets for 485 clients.
Riverfront Investment Group, LLC

1214 EAST CARY STREET

RICHMOND, VA 23219

$751.08M

Assets Under Management

10

Total Clients

31

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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provide investment models to uma and model delivery platforms

Provide investment models to uma and model delivery platforms

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jacqueline Carrico’s Registration & Firm History

VA

07/05/2017 - Present

Riverfront Investment Group, LLC (RICHMOND VA)

VA

01/20/2016 - 04/24/2017

WEALTHFORGE SECURITIES, LLC (RICHMOND VA)

VA

04/22/2014 - 01/04/2016

MORGAN STANLEY (RICHMOND VA)

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Licenses & Designations

BOTH

Issued 05/29/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/22/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacqueline Marie Carrico.
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