Kayla
Pelletier

Cambridge Investment Research Advisors, Inc

CRD#6583630
Investment Advisor
in Tampa, FL

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About this Advisor

Kayla Pelletier is a financial advisor based out of Tampa, Florida with 2 years of relevant experience. Pelletier is currently employed by Cambridge Investment Research Advisors, Inc. Over the course of their career, they have held roles at Cambridge Investment Research, Commonwealth Financial, Salesmakers, Inc, Full-Time Education, Carabbas Italian Grill and Cambridge Investment Research Advisors, Inc. Pelletier holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Florida. Cambridge Investment Research Advisors, Inc is an advisory firm operating out of Fairfield, IA. It has offices in 2,023 locations and a total of 3,352 financial advisors. It administers $82 billion in total assets across its 461,370 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves six charitable organizations. Of its 461,370 customer accounts, just 10% are held by high-net-worth clients who have at least $1 million in investable assets. Cambridge Investment Research Advisors, Inc has a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. Fees charged by financial advisors largely are based on which services are offered. Fee types billed by Cambridge Investment Research Advisors, Inc likely are comprised of any combination of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

3903 Northdale Blvd. Ste. 100E
Tampa, FL 33624

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$82,427,818,654

FL Average: $9,259,360,772
Total Number of Employees

3,352

FL Average: 166
Total Number of Accounts

461,370

FL Average: 7,189
Average Account Size

$178,659

FL Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Market timing services
  • Educational seminars/workshops

Kayla Pelletier Work History

Kayla has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Cambridge Investment Research Advisors, Inc

2020 - Present (4 years)

Cambridge Investment Research

2016 - Present (8 years)

Cambridge Investment Research

2015 - 2016 (1 year)

Commonwealth Financial

2014 - 2015 (1 year)

Salesmakers, Inc

2013 - 2015 (2 years)

Full-Time Education

2013 - 2014 (1 year)

Carabbas Italian Grill

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kayla Pelletier to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cambridge Investment Research Advisors, Inc

Mitchell Robinson
Tulsa, OK
Ryan Grote
Cincinnati, OH
John Ladick
Fairfield, IA
Andrew Wittich
Houston, TX
Stacy Robinson
South Haven, MI
Enrico Bawar
Staten Island, NY
Laurie Taylor
Ormond Beach, FL
Ryan Bouchard
Kennesaw, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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