Dylan Robert Barrera

Employer firm

Vanguard Advisers, Inc. CRD 106715

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2014 → 10/2016
  Lincoln Investment Planning
  Wyncote, PA
• 06/2011 → 03/2020
  Primerica Financial Services
  Las Vegas, NV
• 02/2017 → 03/2020
  Pfs Investments Inc.
  Las Vegas, NV
• 05/2014 → 07/2023
  Ctenow, Llc.
  Las Vegas, NV
• 05/2020 → 10/2020
  Self Employed
  Las Vegas, NV
• 10/2020 → 06/2022
  Securities America, Inc.
  Las Vegas, NV
• 10/2020 → 06/2022
  Securities America Advisors
  Las Vegas, NV
• 07/2022 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 10/2023 → 04/2024
  Self-Employed
  Phoenix, AZ
• 04/2025 → Present
  Kcmb Enterprises, Llc.
  Phoenix, AZ

Previous Registrations

• 2020-11-06 → 2022-07-14
  Securities America Advisors, Inc.
  Las Vegas, NV
• 2020-08-18 → 2020-10-26
  Mml Investors Services, Llc
  Las Vegas, NV
• 2017-04-18 → 2020-07-14
  Pfs Investments Inc.
  North Las Vegas, NV
• 2015-01-12 → 2016-11-01
  Lincoln Investment
  Las Vegas, NV
  Farmington Hills, MI
  Las Vegas, NV

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: KCMB ENTERPRISES, LLC. NON-INVESTMENT RELATED ADDRESS: PHOENIX, AZ NATURE OF BUSINESS: E-COMMERCE POSITION: OWNER START DATE: 04/2025 APPROXIMATE HOURS/MONTH: 10 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: SELL PRODUCTS ONLINE NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT RELATED ADDRESS: PHOENIX, AZ NATURE OF BUSINESS: LIFE INSURANCE POSITION: N/A START DATE: 03/2025 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY

Exams

• S66 Uniform Combined State Law Examination
  2014-12-09

Other Names

• Dylan Barrera