Joshua
Rivlin

Cambridge Investment Research Advisors, Inc

CRD#5742343
Investment Advisor
in Owings Mills, MD

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Joshua Rivlin is a financial advisor who works out of Owings Mills, Maryland, with 10 years of financial industry experience. Rivlin is an employee of Cambridge Investment Research Advisors, Inc. Over the course of their career, they have held roles at Rivlin, Lichter, & Feldman P.C, 1St Global Capital Corp, 1St Global Advisors, Inc, Lpl Financial LLC, The Rivlin Group Pc, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Rivlin has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Maryland. Cambridge Investment Research Advisors, Inc is a company that has its headquarters in Owings Mills, Maryland. It has offices in 1,728 locations and a total of 2,672 financial advisors. It handles $40 billion in assets across its 225,374 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides financial advice to 175 charities and foundations. Of its 225,374 client accounts, just 7% are held by high-net-worth investors who have at least $1 million in assets. The advisory firm performs a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. Fees for financial management typically depend on which services the firm provides the client. However, fee types charged by Cambridge Investment Research Advisors, Inc most likely consist of some combination of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

300 Redland Court Ste 212
Owings Mills, MD 21117

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$44,327,336,213

MD Average: $9,259,360,772
Total Number of Employees

2,857

MD Average: 166
Total Number of Accounts

276,236

MD Average: 7,189
Average Account Size

$160,469

MD Average: $1,287,990

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Market timing services
  • Educational seminars/workshops

Joshua Rivlin Work History

Joshua has 10 years of experience.

2016 - Present (3 years)

The Rivlin Group Pc

2016 - Present (3 years)

Cambridge Investment Research, Inc

2016 - Present (3 years)

Cambridge Investment Research Advisors, Inc

2010 - 2010 (< 1 year)

1St Global Capital Corp

2010 - 2010 (< 1 year)

1St Global Advisors, Inc

2010 - 2016 (6 years)

Lpl Financial LLC

2009 - 2016 (7 years)

Rivlin, Lichter, & Feldman P.C

Disclosures

Joshua Rivlin has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cambridge Investment Research Advisors, Inc

Christopher Bishop
Leesburg, VA
Matthew Riordan
Evansville, IN
Joshua Rivlin
Owings Mills, MD
Joshua Beitel
Traverse City, MI
Lindsey Reyes
Fairfield, IA
Shivjinder Dhillon
Cleveland, OH
Divam Mehta
Henrico, VA
Seth Cecil
Fairfield, IA

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started