Congress Wealth Management LLC
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About this Advisor
Joshua Rivers is a certified financial planner based out of Columbia, Maryland who has 2 years of relevant experience. Rivers is an employee of Congress Wealth Management LLC. Throughout their career, they have worked at Pinnacle Advisory Group, Inc, Congress Wealth Management LLC and Lincoln Financial Advisors. Rivers holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Maryland. Congress Wealth Management LLC is a financial advisory firm headquartered in Boston, MA. The firm has offices in 10 locations and a total of 70 employees. It handles $5 billion in total assets among its 10,485 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides services to 10 charities and foundations. Of its 10,485 customer accounts, 56% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Congress Wealth Management LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules usually depend on which service is provided. Fees charged by Congress Wealth Management LLC may include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
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Congress Wealth Management LLC Brokerage Details
Investment Advisory Services
- Financial planning 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
- Selection of other advisers
Joshua Rivers Work History
Joshua has been registered as a financial advisor for 2 years.*
Congress Wealth Management LLC
Pinnacle Advisory Group, Inc
Lincoln Financial Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Joshua Rivers 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 Congress Wealth Management LLC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact firstname.lastname@example.org.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.