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Top advisor by experience at Centaurus Financial
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Vicky Rivera
Financial advisor at LPL Enterprise
Vicky Rivera has worked in the financial industry for 13 years and is a fiduciary financial advisor based in Anaheim, California. Vicky has been with LPL Enterprise since 2024; before that, Vicky spent less than a year at Pruco Securities. LPL Enterprise offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 244 advisors with offices in Anaheim, and one of 215 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?More experience than 55% of advisors at LPL Enterprise
OfficeAnaheim, CA
FirmLPL Enterprise
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$239,757
Advisors at the firm3,111
States licensed ?2 states
Services through LPL Enterprise
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowLPL Enterprise, LLCCurrent firm
- Aug 2024 – Oct 2024Pruco Securities, LLC.Previously
Contact Vicky
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Vicky. Anaheim, CAOffice · Get directions Firm websitewww.lpl.com/lpl-enterprise.htmlIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Vicky
Tailored to Vicky’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Vicky
How do I contact Vicky?
Call LPL Enterprise at (704) 733-3300 and ask for Vicky Rivera. Vicky works from the Anaheim, CA office.
How long has Vicky been a financial advisor?
Vicky has been in the industry since 2013, about 13 years. More experience than 55% of advisors at LPL Enterprise.
What licenses does Vicky hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Vicky a fiduciary?
Vicky is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Vicky paid?
LPL Enterprise reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Vicky for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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