Advisor at FPR Investments LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
FPR Investments LLC
Location
North Myrtle Beach, SC
Credentials
Series 65
Industry experience
1 year
Francis Rivell is a financial advisor at FPR Investments LLC with one year of industry experience. He holds a Series 65 designation and has prior experience as a property and financial consultant. FPR Investments LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and qualified retirement plans. The firm combines retail wealth management with institutional ERISA and pension consulting, tailoring investment programs to clients' goals, time horizons, and risk tolerances.
Based on FPR Investments LLC
Based on FPR Investments LLC
Financial planning fees range from $500 to $5,000 depending on complexity
$0 - $1,000,000: 1.75% $1,000,001+: 1.50%
20% of yearly portfolio performance above agreed benchmark for qualified clients
North Myrtle Beach, SC
South Carolina
FPR Investments LLC
2024 - Present (2 years)
NMBNB LLC
2023 - Present (3 years)
Calabash Cottages
2022 - 2024 (2 years)
F&M Properties
2022 - 2024 (2 years)
Student
2014 - 2022 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65
Myrtle Beach, SC
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