Krystal M Massey
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
14 yearsExperience
2 statesRegistered 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
14 years in the industry.
- Cambridge Investment Research Advisors, Inc.Mar 2026 to now
- Cambridge Investment Research, Inc.Mar 2026 to now
- Edward JonesJul 2023 to Mar 2026
- UnemployedAug 2022 to May 2023
- Kalos CapitalSep 2018 to Aug 2022
- Triad Advisors, Inc.Mar 2015 to Sep 2018
- Family Financial / Nelson FinancialFeb 2012 to Aug 2022
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 6031352
- Firm CRD
- 134139