Justin Rivera (CRD# 6378778) is an Investment Advisor Representative working at Arq Wealth Advisors, LLC in Thornton, CO and has over 9 years of experience in the finance industry. Justin Rivera 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.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arq Wealth Advisors, LLC | Scottsdale, AZ | Mar 2024 - Current | < 1 |
| Motley Fool Wealth Management | Alexandria, VA | Feb 2021 - Mar 2024 | 3 |
| Tmf Investments | Alexandria, VA | Feb 2021 - Mar 2024 | 3 |
| Unemployed | Arvada, CO | Oct 2020 - Feb 2021 | < 1 |
| Facet Wealth | Denver, CO | Jan 2020 - Oct 2020 | < 1 |
| Matter Family Office | Denver, CO | Sep 2019 - Dec 2019 | < 1 |
| The Vanguard Group, Inc. | Scottsdale, AZ | Aug 2014 - Aug 2019 | 5 |
| University Of Michigan | Ann Arbor, MI | Aug 2012 - Aug 2014 | 2 |
| Student | Tempe, AZ | Aug 2009 - Aug 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2014 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2016 |
- CO
-
Total Assets Under Management520MILLIONS
-
Total Number of Accounts1,342ACCOUNTS
-
Average Account Value$387,570
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, CO, NE, NY, OH, TX, VA, WA
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