Karen Lynn Redding

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

• 10/2004 → Present
  Karen Redding Llc
  Fredericksburg, VA
• 10/2017 → 05/2024
  Avantax Investment Services, Inc.
  Fredericksburg, VA
• 08/2019 → 05/2024
  Avantax Advisory Services
  Fredericksburg, VA
• 08/2019 → 05/2024
  Avantax Insurance Agency, Llc
  Fredericksburg, VA
• 11/2004 → Present
  Liberty Tax Service
  Fredericksburg, VA
• 06/2024 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2024 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2019-08-23 → 2024-06-06
  Avantax Advisory Services
  Fredericksburg, VA

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, AS ADMINISTRATIVE REP OF A RIA. INV REL, 80 HR/MO 80 HR/MO TRADING 2) THE LEGACY ADVISOR GROUP, 3900 Westerre Pkwy, Suite 103, Richmond VA 23233, 06/2024, Investment Advisor Representative, 1099, NIR, 64 HR/MO, 64 HR/MO TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-07-15
• S63 Uniform Securities Agent State Law Examination
  2018-09-21

Other Names

• Karen Redding
• Karen Lynn Kulpa