Erick Rivera (CRD# 7302193) is an Investment Advisor Representative working at Edelman Financial Engines in Prescott, AZ and has over 3 years of experience in the finance industry.
CRD# 7052252
Lane Brothers Investment Counsel
CRD# 4881991
Yavapai Financial Planning, LLC
CRD# 3185060
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Engines Advisors LLC | Santa Clara, CA | Jul 2023 - Current | < 1 |
| Financial Engines Advisors LLC | Santa Clara, CA | Sep 2021 - Jun 2023 | 1 |
| Financial Engines Advisors, LLC | Santa Clara, CA | Oct 2020 - Sep 2021 | < 1 |
| Comerica Bank | Mesa, AZ | Jul 2018 - Aug 2020 | 2 |
| Fry's Food And Drug | Mesa, AZ | Aug 2017 - Jun 2018 | < 1 |
| Fry's Food And Drug | Phoenix, AZ | May 2017 - Aug 2017 | < 1 |
| Student | Phoenix, AZ | May 2016 - May 2017 | 1 |
| Fry's Food And Drug | Phoenix, AZ | Jun 2015 - May 2016 | < 1 |
| Student | Phoenix, AZ | Jan 2010 - May 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2020 |
- AZ
- TX
-
Total Assets Under Management270,770MILLIONS
-
Total Number of Accounts1,561,555ACCOUNTS
-
Average Account Value$173,398
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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