Julia
Whitley
Dick Rivera & Associates
Answer a few questions and
get matched with an advisor.
About this Advisor
Julia Whitley is a financial advisor based in Dallas, Texas with a total of 7 years of industry experience. Whitley works at Dick Rivera & Associates. Throughout their career, they have worked at Calton & Associates, Inc and Dick Rivera & Associates, Inc. Whitley holds Series 63 and Series 66 licenses, designating them as a securities agent, and is registered to advise clients in Texas. Dick Rivera & Associates is a company that has its headquarters in Dallas, TX. It has offices in two locations and just two financial advisors. It manages $131 million in assets under management between its 271 client accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 271 client accounts, 69% are associated with high-net-worth investors who have at least $1 million in investable assets. Dick Rivera & Associates performs a few services, such as financial planning services, portfolio management for individuals and small businesses and other services. Fees for financial management typically depend on which services the firm provides the client. Fee types billed by Dick Rivera & Associates likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Dick Rivera & Associates Brokerage Details
$131,075,893
2
271
$483,675
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Julia Whitley Work History
Julia has been registered as a financial advisor for 7 years.*
Calton & Associates, Inc
Dick Rivera & Associates, Inc
*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.
Disclosures
Please visit the SEC profile of Julia Whitley 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 Dick Rivera & Associates
Dallas, TX
Dallas, TX
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 profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
