Ka lai Ma
Investment adviser representative at Farther
11 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$16BFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- FartherOct 2025 to now
- Fidelity InvestmentsAug 2022 to Oct 2025
- MML Investor ServicesJun 2021 to Aug 2022
- World Financial GroupFeb 2021 to May 2022
- ManulifeAug 2019 to Dec 2020
- Morgan StanleyMay 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (MI, NY, TX).
Farther
Legal name: Farther Finance Advisors, LLC
$16BAssets managed
14,965Clients
331Advisers
7 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
- 7425194
- Firm CRD
- 302050