Dick Rivera & Associates
Dick Rivera & Associates (CRD# 114409) is a financial advisory firm headquartered in Dallas, TX. They manage $99,511,357 in 240 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management100MILLION
Total Number of Accounts240ACCOUNTS
Average Account Value$414,631
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Richard Rivera (CRD# 1397820) is an Investment Advisor Representative working at Dick Rivera & Associates in Dallas, TX and has over 31 years of experience in the finance industry. Richard 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.