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Alberto Rivera is a registered investment advisor, based in New Bern, NC, with 6 years of industry experience. Alberto is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1410 McCarthy Blvd, New Bern, NC, 28562
Get directionsHistory
Regulatory History (1)
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Financial
July 2017Final
Other Business ActivitiesSells Insurance
Alberto is a BLC agent appointed with KFA through BLC, allowing him to sell Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health, and LTC.
Employment History
Current Registrations
Bankers Life Securities, INC.Broker
April 2024 - Present · 2 yrs 6 mos
Bankers Life Advisory Services, INC.
October 2019 - Present · 7 yrs
State Registrations4 states
CANCTXVA
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.
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