Timothy DavernCRD 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.
Fidelity Personal And Workplace Advisors
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Truist Advisory Services, Inc.
|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|
Total Assets Under Management68,505MILLIONS
Total Number of Accounts337,618ACCOUNTS
Average Account Value$202,907
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
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