Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Rivlin is a financial advisor at Cambridge Investment Research Advisors, Inc. located in Owings Mills, MD. David has been in the financial industry since November 29, 1994. David has also held positions with LPL Financial LLC and 1st Global Capital Corp. David is registered to offer securities in Maryland. David offers financial planning, pension consulting, educational seminars, market timing services, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MD
12/05/2016 - Present
Cambridge Investment Research Advisors, Inc. (Owings Mills MD)
MD
12/15/2010 - 01/20/2017
LPL FINANCIAL LLC (PIKESVILLE MD)
MD
11/30/1994 - 12/21/2010
1ST GLOBAL CAPITAL CORP. (OWINGS MILLS MD)
BC
Issued 12/17/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/05/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/29/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Rivlin is the right advisor for you? Invested Better is here to help.
