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Andi Yung hee Kang

Investment adviser representative at Cambridge Investment Research Advisors, Inc.
32 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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

32 years in the industry.

  1. Cambridge Investment Research Advisors, Inc.Feb 2022 to now
  2. Cambridge Investment Research, Inc.Feb 2022 to now
  3. Arbor Point AdvisorsJul 2020 to now
  4. Securities America AdvisorsDec 2016 to Feb 2022
  5. Crown Wealth Management, Inc.Mar 2007 to Feb 2017
  6. Securities America, Inc.Feb 1994 to Feb 2022

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1991
  • Series 65 · Uniform Investment Adviser Law1999

State registrations

Registered as an investment adviser representative in 2 states (CA, 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
2146134
Firm CRD
134139
Advisor's SEC record (opens in a new tab)
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