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 working out of Henrico, Virginia, who has been in the financial industry for 10 years. Mehta is currently employed by Cambridge Investment Research Advisors, Inc. Mehta has gained experience at Financeware, Inc, Mehta Financial Group, LLC, Invest Financial Corp, Cambridge Investment Research Advisors, Inc and Cambridge Investment Research, Inc. Mehta holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Texas and Virginia. Cambridge Investment Research Advisors, Inc is a financial advisory business that has its headquarters in Henrico, Virginia. The company has offices in 1,728 locations and a total of 2,672 financial advisors. It controls $40 billion in assets under management between its 225,374 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 175 charities and foundations. Of its 225,374 customer accounts, just 7% belong to high-net-worth investors who have greater than $1 million in assets. The advisory firm offers a wide array 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 fee schedules usually depend on the type of financial services. However, fee types charged by Cambridge Investment Research Advisors, Inc can include some blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner, Chartered Financial Consultant

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

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 10 years of experience.

2017 - Present (3 years)

Cambridge Investment Research Advisors, Inc

2017 - Present (3 years)

Cambridge Investment Research, Inc

2010 - Present (10 years)

Mehta Financial Group, LLC

2010 - 2017 (7 years)

Invest Financial Corp

2009 - 2009 (< 1 year)

Financeware, Inc

Disclosures

Divam Mehta 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.

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