Karen Wright
Karen Wright is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Columbia, MD, with 32 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
Columbia, MD
Get directionsHistory
Regulatory History (3)
Financial
June 2016Employment Separation After Allegations
March 2012Customer Dispute
January 2008Other Business ActivitiesSells Insurance
Karen is an independent consultant for Ambit Energy since 2013, dedicating a few hours per week. She is also an independent insurance agent for various insurance companies since 2013, spending about a quarter of her time on this. Karen also works as a notary and as an advisory rep of a RIA.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Crestar Securities CorporationBroker
Riggs Investment CORP.Broker
Financial Network Investment CorporationBroker
Independent Financial Securities, INC.Broker
Aurex Financial CorporationBroker
Kober Financial CORP.Broker
J. W. Gant & Associates, INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.