Dick Rivera & Associates
Answer a few questions and
get matched with an advisor.
About this Advisor
Richard Rivera is a certified financial planner based out of Dallas, Texas, with 27 years of financial industry experience. Rivera is an employee of Dick Rivera & Associates. During their career, Rivera has held roles at Calton & Associates, Inc and Dick Rivera & Associates. Rivera maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Texas. Dick Rivera & Associates is a registered investment business headquartered in Dallas, Texas. It oversees $114 million in assets under management between its 69 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 69 accounts, 80% belong to high-net-worth individuals who have more than $1 million in investable assets. Dick Rivera & Associates offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and other services. Fees charged by financial advisors largely are based on which services the firm provides the client. Fees charged by Dick Rivera & Associates can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Richard Rivera Work History
Richard has 27 years of experience.
Calton & Associates, Inc
Dick Rivera & Associates
Richard Rivera has no disclosures.
Please visit their SEC profile for more details.