Charles Rivera, financial advisor Wichita KS
93 score

Charles Rivera

CRD Number: 1260550
Current Firm: Eagle Strategies LLC

Charles Rivera (CRD# 1260550) is an Investment Advisor Representative working at Eagle Strategies LLC in Wichita, KS and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Nylife Securities Inc. Wichita, KS Mar 1984 - Current 32
New York Life Wichita, KS Aug 1983 - Current 33
Insurance Matters Wichita, KS Jun 2001 - Dec 2007 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1985
S65 NASAA Investment Advisors Law Examination Jan 2007
Contact Info for Charles Rivera
Phone Number: (888) 695-3245
Registered State(s):
  • KS
  • TX
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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