Advisor at Cambridge Investment Research Advisors
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Firm
Cambridge Investment Research Advisors
Location
Owings Mills, MD 21117
Credentials
Series 66
Industry experience
15 years
Joshua Rivlin is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 15 years of industry experience, including prior roles at LPL Financial and Rivlin, Lichter, & Feldman P.C. In addition to his advisory work, he is president of The Rivlin Group PC, a tax preparation and accounting firm, and has served as an independent insurance agent. He also promotes the Xero brand to accountants and bookkeepers. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan advisory services through a network of independent financial professionals and multiple account platforms.
Based on Cambridge Investment Research Advisors
Based on Cambridge Investment Research Advisors
Based on Cambridge Investment Research Advisors
Financial Planning and Consulting flat fees generally do not exceed $25,000; Financial Wellness flat fee agreements also offered; Retirement Plan Advisory flat fees negotiated
$0 - $100,000: up to 1.50% $100,000 - $250,000: up to 1.25% $250,000+: up to 1.00%
Financial Professionals may receive commissions in their capacity as Registered Representatives for securities and insurance products
Financial Planning and Consulting hourly fees generally do not exceed $500/hour; Retirement Plan Advisory and Consulting Services up to $500/hour
Account minimum: $25,000 Minimum fee: Setup fee generally the lesser of 1% of assets under management or $1,000; combined setup fee and advisory fee not to exceed 3% of AUM; service fee up to $300 Fee-only: Financial Planning and Consulting fees include flat fees up to $25,000, hourly fees generally not exceeding $500/hour, asset-based fees for investment consulting
300 Redland Court, Ste 212
Owings Mills, MD 21117
Maryland
The Rivlin Group PC
2016 - Present (10 years)
Cambridge Investment Research Advisors
2016 - Present (10 years)
Cambridge Investment Research, Inc.
2016 - Present (10 years)
LPL Financial
2010 - 2016 (6 years)
Rivlin, Lichter, & Feldman P.C.
2009 - 2016 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Verified by Warmer
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Hi, I'm Steve. I've loved financial planning ever since I was a kid watching the ticker tape on CNBC as my mom, a homemaker learned about finances herself. I grew up in a very frugal household who taught me about working hard and saving for the future. My mother was a homemaker or "domestic engineer" as she calls it and my father was a federal employee. I was fortunate to be introduced to Rita Abel and become the owner of her small, family owned financial planning firm in 2019. Today we work with approximately 60 families. What makes us unique is our passion to be "accountability partner's" for our clients to ensure they take care of the important financial matters in their lives. We are part financial advisors and party financial therapists for our married couples but most importantly we are organized, proactive and have a passion for financial planning. Looking forward to meeting and if you want to know more, I encourage you to read our google reviews online. Just search "Abel Financial Reviews" in google.
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