View Capital Ria, LP

View Capital Ria, LP (CRD# 130678) is a financial advisory firm headquartered in Dallas, TX. They manage $852,035,776 in 828 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    852
    MILLION
  • Total Number of Accounts
    828
    ACCOUNTS
  • Average Account Value
    $1,029,029
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, LA, NE, TX, VA

Financial Advisors at View Capital Ria, LP
Showing 1 - 9 of 9 top financial advisors.
1
Stephanie A. Byrd
CRD#: 2531482
2000 Mckinney Avenue, 6th Floor, Dallas, TX 75201
96
Wealthminder
score

Stephanie Byrd (CRD# 2531482) is an Investment Advisor Representative working at View Capital Ria, LP in Dallas, TX and has over 21 years of experience in the finance industry. Stephanie Byrd 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.

2
Peter W. Paddock
CRD#: 5485153
2000 Mckinney Avenue, 6th Floor, Dallas, TX 75201
96
Wealthminder
score

Peter Paddock (CRD# 5485153) is an Investment Advisor Representative working at View Capital Ria, LP in Dallas, TX and has over 9 years of experience in the finance industry.

3
Mary G. Hogan
CRD#: 248073
2000 Mckinney Avenue, 6th Floor, Dallas, TX 75201
93
Wealthminder
score

Mary Hogan (CRD# 248073) is an Investment Advisor Representative working at View Capital Ria, LP in Dallas, TX and has over 23 years of experience in the finance industry.

4
Ruben Ojeda
CRD#: 4700991
2000 Mckinney Avenue, 6th Floor, Dallas, TX 75201
93
Wealthminder
score

Ruben Ojeda (CRD# 4700991) is an Investment Advisor Representative working at View Capital Ria, LP in Dallas, TX and has over 14 years of experience in the finance industry.

5
Jaime E. Palmer
CRD#: 3029351
2000 Mckinney Avenue, 6th Floor, Dallas, TX 75201
93
Wealthminder
score

Jaime Palmer (CRD# 3029351) is an Investment Advisor Representative working at View Capital Ria, LP in Dallas, TX and has over 19 years of experience in the finance industry.

6
Jeffrey G. Rupp
CRD#: 1505247
2000 Mckinney Avenue, 6th Floor, Dallas, TX 75201
93
Wealthminder
score

Jeffrey Rupp (CRD# 1505247) is an Investment Advisor Representative working at View Capital Ria, LP in Dallas, TX and has over 30 years of experience in the finance industry.

7
Salvador D. Sanchez
CRD#: 5907350
2000 Mckinney Avenue, 6th Floor, Dallas, TX 75201
90
Wealthminder
score

Salvador Sanchez (CRD# 5907350) is an Investment Advisor Representative working at View Capital Ria, LP in Dallas, TX and has over 4 years of experience in the finance industry.

8
Simon N. Shaner
CRD#: 6528128
2000 Mckinney Avenue, 6th Floor, Dallas, TX 75201
87
Wealthminder
score

Simon Shaner (CRD# 6528128) is an Investment Advisor Representative working at View Capital Ria, LP in Dallas, TX and has over 2 years of experience in the finance industry.

9
Raymond C. Brubaker
CRD#: 2578337
2000 Mckinney Avenue, 6th Floor, Dallas, TX 75201
63
Wealthminder
score

Raymond Brubaker (CRD# 2578337) is an Investment Advisor Representative working at View Capital Ria, LP in Dallas, TX and has over 22 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.