Kathryn
Gillette

Cambridge Investment Research Advisors, Inc

CRD#5611856
Investment Advisor
in Dallas, TX
Are you Kathryn Gillette? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Kathryn Gillette is a certified financial planner whose office is in Dallas, Texas. Currently a registered investment advisor with Cambridge Investment Research Advisors, Inc, Gillette has 10 years of work experience. Gillette maintains a Series 66 license, which certifies them as both a securities agent and an investment advisor representative. Gillette can serve clients in Texas. Over the course of their career, Gillette has held roles at Cambridge Investment Research, Inc, Gilbert Financial Services, Mml Investors Services Inc and Cambridge Investment Research Advisors, Inc. Cambridge Investment Research Advisors, Inc is based out of Dallas, Texas, and operates out of 1,728 additional locations in the nation. In aggregate, Cambridge Investment Research Advisors, Inc oversees $40 billion in assets throughout 225,374 client accounts and retains more than 2,672 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the United States. The firm manages 196,087 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 7% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Cambridge Investment Research Advisors, Inc can offer 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. The firm's fees may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 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

Disclosures

No

Office Location

15770 Dallas Pkwy Ste 910
Dallas, TX 75248

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$40,310,842,455

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

2,672

TX Average: 166
Total Number of Accounts

225,374

TX Average: 7,189
Average Account Size

$178,862

TX Average: $1,287,990

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Kathryn Gillette Work History

Kathryn has 10 years of experience.

2010 - Present (9 years)

Cambridge Investment Research Advisors, Inc

2009 - Present (10 years)

Cambridge Investment Research, Inc

2008 - Present (11 years)

Gilbert Financial Services, Mml Investors Services Inc

Disclosures

Kathryn Gillette has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started