Inchol RiveraCRD Number: 5064829
Current Firm: Victory Capital Management Inc.
Inchol Rivera (CRD# 5064829) is an Investment Advisor Representative working at Victory Capital Management Inc. in San Antonio, TX and has over 15 years of experience in the finance industry.
Mutual Wealth LLC
S.b. Value Partners, LP
Wells Fargo Clearing Services, LLC
|Victory Capital Advisers, Inc.||San Antonio, TX||Jan 2020 - Current||1|
|Victory Capital Management Inc.||San Antonio, TX||Jan 2020 - Current||1|
|Fidelity Information Services||San Antonio, TX||Jul 2019 - Dec 2019||< 1|
|Usaa Investment Management Company||San Antonio, TX||Jan 2018 - Jun 2019||1|
|Usaa Financial Planning Services||San Antonio, TX||Apr 2013 - Jun 2019||6|
|Usaa Financial Advisors, Inc.||San Antonio, TX||Sep 2007 - Jun 2019||11|
|Usaa Life Insurance Company||San Antonio, TX||Sep 2007 - Apr 2013||5|
|Usaa Investment Management Company||San Antonio, TX||Aug 2007 - Apr 2013||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2006|
Total Assets Under Management153,457MILLIONS
Total Number of Accounts2,484ACCOUNTS
Average Account Value$61,778,353
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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, NC, NE, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI
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