Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Inna Rivilis, financial advisor Bedford NH
93 score

Inna Rivilis

CRD Number: 5446775
Current Firm: The Harbor Group, Inc.

Inna Rivilis (CRD# 5446775) is an Investment Advisor Representative working at The Harbor Group, Inc. in Bedford, NH and has over 8 years of experience in the finance industry. Inna Rivilis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
The Harbor Group, Inc. Bedford, NH Jul 2012 - Current 4
Unemployed Waltham, MA Jul 2011 - Jun 2012 < 1
Artemis Financial Advisors LLC Boston, MA Apr 2011 - Jun 2011 < 1
Calibre Advisory Services, Inc. Waltham, MA Oct 2007 - Mar 2011 3
Wachovia Wealth Management Waltham, MA Jun 2007 - Mar 2011 3
M&i Wealth Management Milwaukee, WI Jul 2006 - Jun 2007 < 1
Student - Uwm Thiensville, WI Mar 2006 - Jun 2006 < 1
Rfp Commercial, Inc. Milwaukee, WI Sep 2005 - Feb 2006 < 1
Aseracare Home Health West Hills, WI Aug 2004 - Sep 2005 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2007
Contact Info for Inna A. Rivilis
Phone Number: 603-668-0634
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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