Julio
Rivera
Stancorp Investment Advisers, Inc
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About this Advisor
Julio Rivera is a financial advisor based in Irvine, California, working with Stancorp Investment Advisers, Inc. Julio has previously held positions at Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Stancorp Investment Advisers, Inc, and Stancorp Equities, Inc. Julio has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Julio is part of Stancorp Investment Advisers, Inc, which operates out of Irvine, California. The firm has 1 office and 112 employees. The firm manages assets totaling $34.4 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and pension consulting services. The fee structure at Stancorp Investment Advisers, Inc includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Stancorp Investment Advisers, Inc Brokerage Details
$34,385,256,113
112
126,310
$272,229
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
Julio Rivera Work History
Stancorp Investment Advisers, Inc
Stancorp Equities, Inc
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Disclosures
Please visit the SEC profile of Julio Rivera to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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