Eric Rivera, financial advisor Eustis FL
96 score

Eric Rivera

CRD Number: 1962330
Current Firm: Bb&t Investment Services, Inc.

Eric Rivera (CRD# 1962330) is an Investment Advisor Representative working at Bb&t Investment Services, Inc. in Eustis, FL and has over 20 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Bb&t Investment Services, Inc. Eustis, FL Aug 2015 - Current 1
Fairwinds Credit Union Orlando, FL Dec 2009 - Aug 2015 5
Cuso Financial Services, LP San Diego, CA Dec 2009 - Aug 2015 5
Gte Federal Credit Union Ocala, FL Jul 2005 - Nov 2009 4
Cuna Brokerage Services, Inc. Waverly, IA Jul 2005 - Nov 2009 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1996
S65 NASAA Investment Advisors Law Examination Dec 2005
Contact Info for Eric O. Rivera
Phone Number: 704-954-1364
Registered State(s):
  • FL
  • LA
By the Numbers
  • Total Assets Under Management
    743
    MILLIONS
  • Total Number of Accounts
    3,725
    ACCOUNTS
  • Average Account Value
    $199,416
Compensation Options
  • A percentage of assets under your management
  • Other
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

AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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