Adviser and broker representative · Cambridge Investment Research Advisors, Inc.
Karen S. Clemens
CRD 1921035 · West Chester, PA
At a glance
Karen S. Clemens is an investment adviser representative with Cambridge Investment Research Advisors, Inc. in West Chester, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Karen’s SEC record dates to 2016, about 10 years ago. Karen is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Cambridge Investment Research Advisors, Inc.Since December 2024West Chester, PA · $139B in regulatory assets
SEC adviser record
- Registered since
- 2016 (10 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Karen’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Cambridge Investment Research Advisors, Inc.
- Lynda B. BlessingWest Chester · Chartered Financial Consultant
- Michael P. CernekWest Chester
- Ryan P. GrayWest Chester
- Kristen M. TaylorWest Chester · Certified Financial Planner
- Devin M. VoorheesWest Chester
- Brittany J. Yourinson-GaskillWest Chester
- Tracy L. AaronEaston
- Stephanie D. AbeeRaleigh
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