Lourdes R. Borr

RIVERO CPA LLC

WESTFIELD, NJ

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CRD#: 4739232

Professional summary

Lourdes Rivero Borr, who also goes by Rivero Isabel Lourdes, Lourdes I Rivero, Lourdes Rivero, Lourdes I Rivero Borr, is a registered financial advisor currently at RIVERO CPA LLC located in Westfield, New Jersey.

Lourdes is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Lourdes has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rivero Isabel Lourdes | Lourdes I Rivero | Lourdes Rivero | Lourdes I Rivero Borr

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 Lourdes Rivero Borr'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

August 17, 2004 - Present

RIVERO CPA LLC

RIA

CRD#: 129783

WESTFIELD, NJ

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

New Jersey
(8/17/2004)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/13/2000

Uniform Investment Adviser Law Examination

Current Firm

RIVERO CPA LLC

CRD#: 129783 / SEC#:

New Jersey

Registered Investment Advisory firm - (1/23/2001 Approved)

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Contact information

Main Address

414 Central Avenue, Westfield, NJ 07090

Mailing Address

Phone number

(908) 935-0181

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Lourdes R. Borr

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lourdes Rivero Borr's CRS (Customer Relationship Summary).

Certified licenses

Experience

RIVERO CPA LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/13/2000

Current Firm

RIVERO CPA LLC

Contact information

Documents

Red Flags

Company Information

RIVERO CPA LLC

TRUST BUT VERIFY

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