DANA LYNN KLEIN is an investment adviser representative (IAR) with state registration records since 2017, appearing at 2 firms. Currently registered with CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC..
| Firm | From | To | Current |
|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 2022-10-25 | present | Yes |
| HEFREN-TILLOTSON, INC. | 2017-07-06 | 2022-10-04 | — |