Chelsea Anne Carpenter
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
10 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
10 years in the industry.
- Cambridge Investment Research Advisors, Inc.Aug 2026 to now
- Equipped To Prosper, LLCSep 2025 to now
- Cambridge Investment Research, Inc.Aug 2025 to now
- Delta DefenseMar 2025 to Jun 2025
- Equipped To CarryJun 2021 to Mar 2025
- Stay-at-home MomMay 2020 to Jun 2021
- Back Creek Christian SchoolAug 2019 to May 2020
- Corvian Middle SchoolAug 2018 to Oct 2018
- Stay-at-home MomJan 2018 to Aug 2019
- Hope AcademyAug 2016 to Jan 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 8147122
- Firm CRD
- 134139