Joseph Silva
Joseph Silva is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Fort Mill, SC, with 18 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
111 Clebourne St, Suite 220, Fort Mill, SC, 29707
Get directionsHistory
Regulatory History (2)
Financial
May 2019Financial
March 2019Other Business ActivitiesSells Insurance
Joseph is an agent for Blue Ridge Financial Planning and also the President of Silva Financial Group, a DBA for tax purposes. He is also an advisory representative of a RIA called CIRA, taking nearly full-time. Finally, Joseph is an insurance agent, dedicating a few hours per week.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Allstate Financial Services, LLCBroker
Metlife Securities INC.Broker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.