Justin Rivera
Investment adviser representative at Larson Financial Group, LLC
12 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$5.5BFirm assets
Are you Justin Rivera? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Larson Financial Group, LLCMar 2025 to now
- Larson Financial Securities, LLCFeb 2025 to now
- Arq Wealth Advisors, LLCMar 2024 to Feb 2025
- Motley Fool Wealth ManagementFeb 2021 to Mar 2024
- Tmf InvestmentsFeb 2021 to Mar 2024
- UnemployedOct 2020 to Feb 2021
- Facet WealthJan 2020 to Oct 2020
- Matter Family OfficeSep 2019 to Dec 2019
- The Vanguard Group, Inc.Aug 2014 to Aug 2019
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Larson Financial Group, LLC
$5.5BAssets managed
4,961Clients
66Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6378778
- Firm CRD
- 140599