Katherine Everett Anders
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
16 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
16 years in the industry.
- Cambridge Investment Research Advisors, Inc.Aug 2023 to now
- Cambridge Investment Research, Inc.Aug 2023 to now
- Vesta Wealth AdvisorsNov 2020 to now
- Principal Life Insurance CompanyJan 2018 to Aug 2023
- Principal Securities IncJan 2018 to Aug 2023
- BniApr 2013 to Jan 2018
- Various Insurance Carriers for W & R Insurance AgenciesJul 2010 to Jan 2018
- Waddell & Reed, Inc.Mar 2010 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 5774089
- Firm CRD
- 134139