Dick Rivera & Associates

Dick Rivera & Associates (CRD# 114409) is a financial advisory firm headquartered in Pensacola Beach, FL. They manage $144,177,386 in 275 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
5 Portofino Dr., Suite 1803, Pensacola Beach, FL 32561
By the Numbers
  • Total Assets Under Management
    144
    MILLION
  • Total Number of Accounts
    275
    ACCOUNTS
  • Average Account Value
    $524,281
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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Dick Rivera & Associates
Showing 1 - 2 of 2 top financial advisors.
1
Richard Rivera, financial advisor Pensacola Beach FL
Richard T. Rivera
CRD#: 1397820
5 Portofino Dr., Suite 1803, Pensacola Beach, FL 32561

Richard Rivera (CRD# 1397820) is an Investment Advisor Representative working at Dick Rivera & Associates in Pensacola Beach, FL and has over 38 years of experience in the finance industry.

2
Julia Whitley, financial advisor Pensacola Beach FL
Julia K. Whitley
CRD#: 2987478
5 Portofino Dr., Suite 1803, Pensacola Beach, FL 32561

Julia Whitley (CRD# 2987478) is an Investment Advisor Representative working at Dick Rivera & Associates in Pensacola Beach, FL and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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