Dylan J Baxter
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
13 yearsExperience
1 stateRegistered in
$138.7BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
13 years in the industry.
- Cambridge Investment Research Advisors, Inc.Jan 2024 to now
- Cambridge Investment Research, Inc.May 2022 to now
- Kca Wealth ManagementJun 2021 to now
- Concourse Financial Group SecuritiesJan 2021 to Apr 2022
- Lobar IncMay 2020 to Dec 2020
- Lebanon Valley CollegeSep 2017 to Feb 2021
- Meyers Sheet MetalJun 2017 to Sep 2017
- Vfw Post 6771Feb 2015 to Jun 2017
- Northern York HighschoolAug 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (PA).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7332464
- Firm CRD
- 134139