AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JR

Julio Rivera

GREEN BERET FINANCIAL PLANNING
ORLANDO, FL 32804
Some features on this profile are disabled
CRD#: 4018176
JR

Professional summary

Julio Rivera, who also goes by Julio Enrique Rivera Morales, is a registered financial advisor currently at GREEN BERET FINANCIAL PLANNING located in Orlando, Florida.

Julio is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Julio has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Julio Enrique Rivera Morales

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julio Rivera's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 30, 2026 - Present

GREEN BERET FINANCIAL PLANNING

Office #1: 1317 Edgewater Drive Suite 3752, Orlando, FL 32804
RIA
CRD#: 339073
ORLANDO, FL
Past

May 19, 2022 - September 5, 2025

PFS INVESTMENTS INC.

RIA
CRD#: 10111
ORLANDO, FL
Past

October 20, 2021 - September 5, 2025

PFS INVESTMENTS INC.

BD
CRD#: 10111
ORLANDO, FL
Past

November 15, 1999 - June 25, 2001

PFS INVESTMENTS INC.

BD
CRD#: 10111
DULUTH, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(1/30/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/12/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/25/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 10/19/2021
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/27/2021
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 11/14/1999
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 11/30/2021
Investment Company Products/Variable Contracts Principal Examination

Current Firm

GB
GREEN BERET FINANCIAL PLANNING
GBFP GRP LLC | GREEN BERET FINANCIAL PLANNING

CRD#: 339073 / SEC#:

Florida
Registered Investment Advisory firm - (1/30/2026 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1317 Edgewater Drive Suite 3752, Orlando, FL 32804
Mailing Address
Phone number
(706) 223-9840
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

GREEN BERET FINANCIAL PLANNING

CRD#: 339073Orlando, FL 32804

TRUST BUT VERIFY

Monitor Julio Rivera

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Craig Stuart Johlfs
Craig JohlfsAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Greenwood Village, CO
GH
Gregory HollandAdvisorCheck Check Mark
O'HAGAN GROUP, INC.
IAR
Bethlehem, PA
Steven Walter Glasgow
Steven GlasgowAdvisorCheck Check Mark
GLOBAL RETIREMENT PARTNERS LLC
IAR
Nashville, TN
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.