Kathleen Brigitte Reeves
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
17 yearsExperience
1 stateRegistered in
$138.7BFirm assets
21 yearsFirm in business
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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
17 years in the industry.
- Cambridge Investment Research Advisors, Inc.Oct 2024 to now
- Cambridge Investment Research, Inc.Oct 2024 to now
- Medical Leave of AbsenceOct 2023 to Sep 2024
- UBS Financial Services, Inc.Mar 2021 to Oct 2023
- Cambridge Investment Research Advisors, Inc.Oct 2019 to Mar 2021
- Cambridge Investment Research, Inc.Oct 2019 to Mar 2021
- Fsc Securities CorporationOct 2009 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 2248223
- Firm CRD
- 134139