Donald Baker Irwin

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2008 → 05/2024
  Lincoln Financial Securities Corporation
  Charlotte, NC
• 05/2024 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 05/2024 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2004-04-22 → 2024-05-16
  Osaic Fs, Inc.
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC

Other Businesses

1) SANCTUARY COUNSELING GROUP, 2129 E 7TH ST CHARLOTTE NC, 01/2023, COMMITTEE MEMBER, MENTAL HEALTH SERVICES, NIR, 3 HR/MO 1 HR/MO TRADING 2) ST. FRANCIS UNITED METHODIST CHURCH, 4200 MCKEE RD CHARLOTTE NC, 01/2023, COMMITTEE MEMBER, RELIGIOUS ORGANIZATION, NIR, 2 HR/MO 0 HR/MO TRADING 3) PRIOR WEALTH PLANNING, CHARLOTTE NC, 05/2024, IAR, DBA, INV REL, 150 HR/MO 135 HR/MO TRADING 4) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 05/2024, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO 40 HR/MO TRADING 5) PRIOR WEALTH PLANNING, 2318 Hamilton Mill Rd., Charlotte NC 28270, United States, 05/16/2024, Agent, Insurance/Benefits/Human Resources, NIR, 25 HR/MO 25 HR/MO TRADING 6) DONALD B IRWIN, 2318 Hamilton Mill Rd, Charlotte NC 28270, United States, 10/28/2003, Agent, Insurance/Benefits/Human Resources, NIR, 25 HR/MO 25 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2004-02-02