Kenneth Roger Lake
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
18 yearsExperience
2 statesRegistered in
ChFC®Designation
$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
18 years in the industry.
- Cambridge Investment Research Advisors, Inc.Jul 2026 to now
- Cambridge Investment Research, Inc.May 2025 to now
- Via Health PartnersSep 2024 to May 2025
- Hornor, Townsend & Kent, LLCSep 2023 to Jul 2024
- Penn Mutual Life Insurance CompanyAug 2023 to Jul 2024
- Guardian Life Insurance CompanyJan 2023 to Sep 2023
- Park Avenue SecuritiesJan 2023 to Sep 2023
- Nylife Securities, LLCOct 2019 to Jan 2023
- New York Life Insurance Co.May 2019 to Jan 2023
- Kindred HospiceAug 2018 to Sep 2019
- University of MarylandJan 2017 to Sep 2018
- PruitthealthApr 2008 to Apr 2018
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (NC, SC).
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
- 7123214
- Firm CRD
- 134139