Kathleen Mary Ladra
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
12 yearsExperience
2 statesRegistered in
CFADesignation
$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
12 years in the industry.
- Cambridge Investment Research Advisors, Inc.Sep 2022 to now
- Cambridge Investment Research, Inc.Sep 2022 to now
- Securities America AdvisorsFeb 2020 to Sep 2022
- Omega Investment ManagementFeb 2017 to Dec 2019
- Securities America Inc.Jul 2014 to Sep 2022
- Cooper McmanusJul 2014 to Feb 2020
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2008
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
- 4787011
- Firm CRD
- 134139