Divam
Mehta

Cambridge Investment Research Advisors, Inc

CRD#5812368
Investment Advisor
in Henrico, VA

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About this Advisor

Divam Mehta is a certified financial planner and chartered financial consultant operating out of Henrico, Virginia, with a total of 11 years of financial industry experience. Mehta works at Cambridge Investment Research Advisors, Inc. Throughout their career, they have worked at Mehta Financial Group, LLC, Invest Financial Corp, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Mehta has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas and Virginia. Cambridge Investment Research Advisors, Inc is an advisory business that has its headquarters in Henrico, Virginia. The company has offices in 1,728 locations and a total of 2,857 financial advisors. It administers $44 billion in assets between its 276,236 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves four charities and foundations. Of its 276,236 client accounts, just 9% belong to high-net-worth clients who have at least $1 million in investable assets. Cambridge Investment Research Advisors, Inc offers 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. Financial advisory fees largely are based on the type of financial services offered. However, fee types charged by Cambridge Investment Research Advisors, Inc most likely include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

12 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

9609 Gayton Rd, Suite 102
Henrico, VA 23238

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$44,327,336,213

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

2,857

VA Average: 166
Total Number of Accounts

276,236

VA Average: 7,189
Average Account Size

$160,469

VA Average: $1,287,990

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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

Divam Mehta Work History

Divam has 12 years of experience.

2017 - Present (3 years)

Cambridge Investment Research, Inc

2017 - Present (3 years)

Cambridge Investment Research Advisors, Inc

2010 - Present (10 years)

Mehta Financial Group, LLC

2010 - 2017 (7 years)

Invest Financial Corp

Disclosures

Divam Mehta has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cambridge Investment Research Advisors, Inc

Mark Mertens
Saint Louis, MO
Chad Arrington
Bel Air, MD
Scott Derr
Harrisburg, PA
Michael Alfonso
Harrisburg, PA
Richard Lullo
Houston, TX
Michael Eardley
Hollidaysburg, PA
Tina Troup
Novi, MI
Colin Gray
Ormond Beach, FL

This content was compiled from the SEC and FINRA.

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