Timothy Davern is a ChFC-designated registered investment advisor, based in Virginia Beach, VA, with 20 years of industry experience.
Location
4429 Bonney Rd., Suite 450, Virginia Beach, VA, 23462
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Timothy is an independent insurance agent for various companies since 2005, dedicating about 10-20% of his time to this. He is also an Investment Advisor Representative (IAR) with CIRA since 2021, spending about half his time managing client assets or preparing financial plans.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations6 states
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