CAROL ANN WHELAN is an investment adviser representative (IAR) with state registration records since 2004, appearing at 5 firms. Currently registered with CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC..
| Firm | From | To | Current |
|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 2024-03-01 | present | Yes |
| CETERA ADVISORS LLC | 2018-12-26 | 2024-03-19 | — |
| QUESTAR ASSET MANAGEMENT, INC. | 2013-12-09 | 2018-12-24 | — |
| VOYA FINANCIAL ADVISORS, INC. | 2011-01-03 | 2013-12-12 | — |
| VOYA FINANCIAL PARTNERS, LLC | 2004-12-06 | 2010-12-31 | — |