Timothy Davern, financial advisor Virginia Beach VA

Timothy Davern

CRD Number: 5056862
Current Firm: Cambridge Investment Research Advisors, Inc.

Timothy Davern (CRD# 5056862) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Virginia Beach, VA and has over 16 years of experience in the finance industry.

Similar Advisors
David Abbott, financial advisor Virginia Beach VA
David W. Abbott
CRD# 6445258
Fidelity Personal And Workplace Advisors
Similar Advisors
Lisa Adamonis Pile, financial advisor Virginia Beach VA
Lisa Adamonis Pile
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Gregory Addison, financial advisor Virginia Beach VA
Gregory L. Addison
CRD# 1962997
Truist Advisory Services, Inc.
Professional Designations
Company Name Location Dates Years
Cambridge Investment Research Advisor, Inc. Fairfield, IA Apr 2021 - Current < 1
Cambridge Investment Research, Inc. Fairfield, IA Apr 2021 - Current < 1
Lincoln Financial Securities Corporation Virginia Beach, VA Nov 2015 - Apr 2021 5
Mml Investors Services, Inc. Virginia Beach, VA Nov 2005 - Nov 2015 10
Mass Mutual Financial Group Virginia Beach, VA Sep 2005 - Nov 2015 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2005
S65 NASAA Investment Advisors Law Examination Mar 2006
Contact Info for Timothy P. Davern
Phone Number: 641-472-5100
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    68,505
    MILLIONS
  • Total Number of Accounts
    337,618
    ACCOUNTS
  • Average Account Value
    $202,907
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.