Brandon
Rivera
Unity Wealth Partners
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About this Advisor
Brandon Rivera is a financial advisor based in Orange, California, working with Unity Wealth Partners. Brandon has previously held positions at Regal Investment Advisors LLC, Regulus Advisors, Bright Owl Investment Advisors, Crown Capital Securities, Lp, Fit Strategic Advisors LLC, Nurture Financial Planning, Strategy Wealth Management, Unity Wealth Partners, Unity Capital Partners, and Dfpg Investments, LLC. Brandon has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in California. Currently, Brandon is part of Unity Wealth Partners, which operates out of Orange, California. The firm has 3 employees and manages assets totaling $7.8 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, and selection of other advisers. The fee structure at Unity Wealth Partners includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Unity Wealth Partners Brokerage Details
$7,827,000
3
27
$289,889
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Selection of other advisers
Brandon Rivera Work History
Unity Wealth Partners
Unity Wealth Partners
Unity Capital Partners
Nurture Financial Planning
Dfpg Investments, LLC
Fit Strategic Advisors LLC
Crown Capital Securities, Lp
Regal Investment Advisors LLC
Regulus Advisors
Bright Owl Investment Advisors
Strategy Wealth Management
Disclosures
Please visit the SEC profile of Brandon Rivera to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Unity Wealth Partners
Orange, CA
Orange, CA
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