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Kathy Lee White

Cambridge Investment Research Advisors, Inc.

New Cumberland, WV

Irwin, PA

CRD 5823242

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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:

Current Employers
Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

AuthorityCategoryStatusDate
WV RA APPROVED 2025-11-17
PA RA APPROVED 2025-11-12
TX RA APPROVED_RES 2025-11-12
  • WV RA
    APPROVED
    Since 2025-11-17
  • PA RA
    APPROVED
    Since 2025-11-12
  • TX RA
    APPROVED_RES
    Since 2025-11-12

Branch Locations

New Cumberland, WV • United States

311 Main St., Irwin, PA 15642 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mckinley Carter Wealth Services, Inc. Wheeling WV 02/2011 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 11/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-06-28
  • S65 Uniform Investment Adviser Law Examination
    2010-06-28
Other Names
  • Kathy Lee Kingsley

View on SEC IAPD

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