Kathleen Reeves
Kathleen Reeves is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Boca Raton, FL, with 31 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
7284 W Palmetto Park Rd., Ste 202-S, Boca Raton, FL, 33433
Get directionsHistory
Regulatory History (1)
Criminal
February 1997Other Business Activities
Kathleen is the owner of Beitler Financial Group, an S-Corp, since 2011, dedicating minimal time. She also serves as an administrative representative of a RIA at CIRA, taking nearly full-time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Fsc Securities Corporation
Fsc Securities CorporationBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Raymond James & Associates, INC.Broker
State Registrations1 state
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.