Krystal M Massey

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

• 03/2015 → 09/2018
  Triad Advisors, Inc.
  Norcross, GA
• 02/2012 → 08/2022
  Family Financial / Nelson Financial
  Lake Wales, FL
• 09/2018 → 08/2022
  Kalos Capital
  Alpharetta, GA
• 07/2023 → 03/2026
  Edward Jones
  St Louis, MO
• 08/2022 → 05/2023
  Unemployed
  Alpharetta, GA
• 03/2026 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 03/2026 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2023-10-06 → 2026-03-19
  Edward Jones
  Lake Wales, FL
• 2021-08-25 → 2022-08-18
  Kalos Management
  Lake Wales, FL
  Ponte Vedra Beach, FL
  Lake Wales, FL

Other Businesses

1. EVERTREE FINANCIAL LLC, 411 Center Street, Lake Wales FL 33853, United States, 03/17/2026, OWNER, DBA Name, INV REL, 800 HR/MO - 130 HR/MO TRADING 2. CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, United States, 03/2026, Investment Advisor Representative, CIRA Affiliation, INV REL, HR/MO: 160 - HR/MO TRADING: 120

Exams

• S66 Uniform Combined State Law Examination
  2021-08-04

Other Names

• Krystal Marie Glass
• Krystal Marie Massey