Joseph Timothy Lavine
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
26 yearsExperience
2 statesRegistered in
ChFC®Designation
$138.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
26 years in the industry.
- Cambridge Investment Research Advisors, Inc.Apr 2026 to now
- Cambridge Investment Research, Inc.Apr 2026 to now
- Red Letter Financial Group, Inc.Nov 2025 to now
- Commonwealth Financial NetworkOct 2017 to Apr 2026
- Invest ForwardOct 2017 to Jan 2026
- Investment Centers of AmericaOct 2013 to Oct 2017
- Sundquist & Associates Finacial SvcsDec 2000 to Oct 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4395503
- Firm CRD
- 134139