Julia Whitley (CRD# 2987478) is an Investment Advisor Representative working at Dick Rivera & Associates in Pensacola Beach, FL and has over 26 years of experience in the finance industry.
CRD# 1672337
Ameriprise Financial Services, LLC
CRD# 5194535
Fsa Investment Group, LLC
CRD# 5739032
Familywealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Calton & Associates, Inc. | Dallas, TX | Jun 2008 - Current | 15 |
| Dick Rivera & Associates, Inc. | Dallas, TX | Jul 1996 - Current | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2012 |
- TX
-
Total Assets Under Management144MILLIONS
-
Total Number of Accounts275ACCOUNTS
-
Average Account Value$524,281
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
FL, TX
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