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 in Owings Mills, Maryland, who has been in the industry for 10 years. Rivlin is on the advisory team at Cambridge Investment Research Advisors, Inc. During their career, Rivlin has held roles at Rivlin, Lichter, & Feldman P.C, 1St Global Capital Corp, 1St Global Advisors, Inc, Lpl Financial LLC, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc and The Rivlin Group Pc. Rivlin maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Maryland. Cambridge Investment Research Advisors, Inc is a financial advisory firm that has its headquarters in Owings Mills, Maryland. The investment advisory business has offices in 1,728 locations and a total of 2,857 people on staff. It has $44 billion in assets across its 276,236 client accounts, making it one of the biggest firms in the country by assets under management. The firm serves four charitable organizations. Of its 276,236 client accounts, just 9% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Cambridge Investment Research Advisors, Inc has a number 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 depend on which service is provided. However, fees billed by Cambridge Investment Research Advisors, Inc most likely include some blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

11 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 11 years of experience.

2016 - Present (4 years)

Cambridge Investment Research, Inc

2016 - Present (4 years)

Cambridge Investment Research Advisors, Inc

2016 - Present (4 years)

The Rivlin Group Pc

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

James Bradley
Gaithersburg, MD
Robin Jarvis
Somersworth, NH
Yvonne Loar
Clarksburg, WV
Daniel Brixius
Harrisburg, PA
Carolyn Williams
Carrollton, TX
Paul Moxen
Scranton, PA
Colin Gray
Ormond Beach, FL
Kathleen Mock
Johnstown, PA

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