Kyla Westover
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
14 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
14 years in the industry.
- Cambridge Investment Research Advisors, Inc.Oct 2023 to now
- Cambridge Investment Research, Inc.Oct 2023 to now
- MML Investors ServicesJun 2018 to Oct 2023
- Mass Mutual Life Insurance CompanyMar 2018 to Oct 2023
- Appalachian LandscapingMay 2017 to Oct 2017
- Mad River Glen CooperativeDec 2015 to Mar 2020
- Pitcher InnSep 2015 to Mar 2020
- Common Man RestaurantDec 2012 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (VT).
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
- 6976749
- Firm CRD
- 134139