Karen Marie Wright

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 01/2013 → Present
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA

Previous Registrations

• 2003-02-25 → 2012-04-10
  Truist Investment Services, Inc.
  Washington, DC
  Washington, DC
  Washington, DC
  Washington, DC
  Oxon Hill, MD
  Washington, DC
  Washington, DC
  Washington, DC
  Laurel, MD
  Washington, DC
  Washington, DC
  Laurel, MD
  Silver Spring, MD
  Ellicott City, MD
  Washington, DC
  Columbia, MD
  Columbia, MD
  Hanover, MD
  Columbia, MD
  Baltimore, MD

Other Businesses

1)AMBIT ENERGY PO BOX 86489 PLANO, TX 75086. BEGAN 8/12/13 AS INDEPENDENT CONSULTANT PROVIDING CUSTOMERS AN ALTERNATIVE ENERGY & GAS PROVDER AT A DISCOUNT. NOT INVESTMENT RELATED. DEVOTES 8 HRS/MNTH. NONE DURING TRADING. 2)JF&K FINANCIAL SERVICES, 6260 BRIGHT PLUME, COLUMBIA, MD, 1/2013 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INSURANCE COMPANIES. NIR - 50 HR/MO - 50/TRADING. 3)D/B/A JF & K FINANCIAL SERVICES,6260 BRIGHT PLUME,COLUMBIA, MD 21044 ; BEGAN 3/25/2014 AS NOTARY. NOT INVESTMENT RELATED. DEVOTES 2 HOURS/MONTH, .5 HOUR DURING TRADING. 4.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 30 HR/WK - 30/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE.

Exams

• S66 Uniform Combined State Law Examination
  2003-01-06
• S63 Uniform Securities Agent State Law Examination
  1991-06-19

Other Names

• Karen Marie Lewiswills
• Karen Wills