Carla Kesterson
Carla Kesterson is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Atlanta, GA, 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
Atlanta, GA
Get directionsHistory
Regulatory History (7)
Financial
December 2019Financial
October 2019Financial
October 2019Financial
July 2019Financial
April 2019Financial
March 2019Financial
April 2018Other Business ActivitiesSells Insurance
Carla is an independent insurance agent since 1990, dedicating a few hours per week to this activity. She also owns a second home and is considering renting it out, and is a board member of two townhouse associations.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Consumer Concepts Investments, INC.Broker
Wma Securities, INC.Broker
Intersecurities, INC.Broker
State Registrations2 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.