ChooseAFinancialAdvisor.com
Advisors / Vermont / Stowe
8yrs

Kyla Westover

Financial advisor at Cambridge Investment Research Advisors

Stowe, VT 05672Fiduciary advisor
Call the officeDirections

At a glance

Experience8 years (since 2018)
How that compares ?8 years in the industry
Office996 S Main Street, Stowe, VT 05672
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.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination

Career

  1. 2023 – now
    Cambridge Investment Research Advisors, Inc.Current firm
  2. 2019 – 2023
    MML Investors Services, LLCPreviously

Questions to ask Kyla

Tailored to Kyla’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Kyla

How do I contact Kyla?

Call Cambridge Investment Research Advisors at 641-472-5100 and ask for Kyla Westover. Kyla works from the Stowe, VT office.

How long has Kyla been a financial advisor?

Kyla has been in the industry since 2018, about 8 years. 8 years in the industry.

What licenses does Kyla hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Kyla a fiduciary?

Kyla is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Kyla 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 Kyla 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.

Other advisors nearby

Morgan Stanley
32yrs
Omar Mahadeen Graddock
Financial advisor
628 Mountain Road Suite 1
Stowe, VT 05672
Top advisor by experience in Stowe
PlanningInvesting
Call Directions
Continuum Advisory
30yrs
Howard Jay Levine
Financial advisor
188 S. Main Street
Stowe, VT 05672
Top 10% by experience at Continuum Advisory
Fiduciary
Call Directions
Morgan Stanley
21yrs
Derek Ali Graddock
Financial advisor
628 Mountain Road Suite 1
Stowe, VT 05672
More experience than 63% of advisors nationwide
FiduciaryPlanningInvesting
Call Directions
Edward Jones
17yrs
Caren Mussafer Merson
Financial advisor
394 Mountain Rd BOX #3 Baggy Knees Shopping Center
Stowe, VT 05672
More experience than 72% of advisors at Edward Jones
FiduciaryPlanningInvesting
Call Directions

See all advisors near Stowe