Lionel Rivera
Lionel Rivera is a registered investment advisor at Raymond James & Associates, INC., based in El Paso, TX, with 38 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
4503 North Mesa, El Paso, TX, 79912
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2009Other Business Activities
Lionel is the successor trustee for his mother's revocable living trust, managing the account to provide funds for her former home and financial assistance to her heirs, dedicating a few hours per week. Lionel also owns residential rental real estate property, with his wife managing the property and them jointly deciding on improvements, also dedicating a few hours per week.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.