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
Dick Rivera & Associates
By the Numbers
-
Total Assets Under Management144MILLION
-
Total Number of Accounts275ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, TX
Financial Advisors at Dick Rivera & Associates
1
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 (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.
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