Julio Rivera (CRD# 4018176) is an Investment Advisor Representative working at Primerica Advisors in Orlando, FL and has over 2 years of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pfs Investments Inc. | Orlando, FL | Oct 2021 - Current | 2 |
| Us Army | Fort Benning, GA | Jul 2018 - Current | 5 |
| Primerica Financial Services | Orlando, FL | Oct 1996 - Current | 27 |
| Us Army | Fort Bragg, NC | Aug 2015 - Jul 2018 | 2 |
| Us Army | Crestview, FL | Feb 2014 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2021 |
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
- FL
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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