Dylan Thomas
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$138.7BFirm assets
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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
10 years in the industry.
- Cambridge Investment Research Advisors, Inc.Jul 2021 to now
- Cambridge Investment Research, Inc.Apr 2021 to now
- UnemployedMay 2020 to May 2021
- Southern Michigan Bank & TrustDec 2019 to May 2020
- International Automotive ComponentsApr 2019 to Dec 2019
- ShiptJan 2019 to Apr 2019
- Western Michigan UniversityAug 2017 to Dec 2018
- Brembo North America IncJun 2017 to Aug 2017
- Central Michigan UniversityAug 2016 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
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
- 7363159
- Firm CRD
- 134139