Ameriprise Financial Services
46yrs
Top advisor by experience in Raleigh
16yrs
Katherine Everett Anders
Financial advisor at Cambridge Investment Research Advisors
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 57% of advisors in North Carolina
Office3221 Blue Ridge Rd. Suite. 105, Raleigh, NC 27612
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
States licensed ?1 state
Services through Cambridge Investment Research Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- 2023 – nowCambridge Investment Research Advisors, Inc.Current firm
- 2018 – 2023Principal Securities, Inc.Previously
- 2010 – 2017Waddell & ReedPreviously
Questions to ask Katherine
Tailored to Katherine’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Katherine
How do I contact Katherine?
Call Cambridge Investment Research Advisors at 641-472-5100 and ask for Katherine Everett Anders. Katherine works from the Raleigh, NC office.
How long has Katherine been a financial advisor?
Katherine has been in the industry since 2010, about 16 years. More experience than 57% of advisors in North Carolina.
What licenses does Katherine hold?
Series 66. Tap any license on this page to see what it allows.
Is Katherine a fiduciary?
Katherine is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Katherine paid?
Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Katherine for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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