Dylan Lee Gilpin

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

• 05/2016 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 09/2018 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 06/2024 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Other Businesses

1) PDGA, 3828 DOGWOOD LANE, APPLING GA, DISC GOLF TOURNAMENTS, 07/11/20, NIR, PROFESSIONAL DISC GOLF, 104 YR/ 0/TRADING 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 06/04/2024

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-05-28
• S63 Uniform Securities Agent State Law Examination
  2023-01-31