DM
CFP · ChFC
DM
CFP · ChFC

Divam Mehta

16 Years of Experience
Richmond, VA
BrokerSells Insurance

Divam Mehta is a CFP, ChFC-designated registered investment advisor, based in Richmond, VA, with 16 years of industry experience. Divam is also registered as a broker, so some compensation may come from commissions on products sold.

Location

9609 Gayton Rd, Suite 102, Richmond, VA, 23238

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Divam is involved in several business activities. He works with CIRA, is an independent insurance agent, and is the President/Financial Professional utilizing a DBA name for Mehta Financial Group LLC. He also works as an IAR for Mehta Financial Group, LLC, dedicating nearly full-time hours to this role.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
December 2017 - Present · 8 yrs 10 mos
Cambridge Investment Research, INC.Broker
December 2017 - Present · 8 yrs 10 mos
Previous Registrations
Invest Financial Corporation
October 2010 - December 2017 · 7 yrs 2 mos
Invest Financial CorporationBroker
September 2010 - December 2017 · 7 yrs 3 mos
State Registrations20 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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