Dylan Jacob Ibarra
Investment adviser representative at The Burney Company
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.6BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- The Burney CompanyJan 2026 to now
- The Advocate Group, LLCSep 2023 to now
- Fidelity InvestmentsJun 2023 to Sep 2023
- Fidelity InvestmentsJun 2022 to Aug 2022
- JusttakeactionNov 2021 to May 2023
- ActivekidsassociationMar 2020 to Sep 2021
- Isd 12Jul 2018 to Mar 2020
- Fleet FarmJun 2017 to May 2018
- WalmartOct 2016 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TN).
The Burney Company
$3.6BAssets managed
1,926Clients
37Advisers
52 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
- 7766116
- Firm CRD
- 106945