Julio Rivera is a CFP-designated registered investment advisor at Green Beret Financial Planning, based in Orlando, FL, with 5 years of industry experience. Julio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Green Beret Financial Planning's investment advisory fees are paid quarterly, in advance, and are based on the value of your portfolio. The fees range from 0.75% to 1.25% annually, depending on the complexity of the services, the amount of assets managed, and the overall relationship with Green Beret Financial Planning. Fees may be negotiable.
Location
1317 Edgewater Drive, Suite 3752, Orlando, FL, 32804
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Julio sells investment-related products for companies affiliated with PFS Investments Inc. He also receives compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. and is a partner at Jeans Boutique & More LLC, dedicating about 10-20% of his time.
Employment History
Current Registrations
Green Beret Financial Planning
Previous Registrations
Primerica Advisors
PFS Investments INC.Broker
PFS Investments INC.Broker
State Registrations1 state
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.