Dylan Edwards
Dylan Edwards is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Rancho Mission Viejo, CA, with 4 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
Rancho Mission Viejo, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dylan is an independent insurance agent for various companies through Presidio Life LLC since 2021, dedicating about a quarter of his time to this and a few hours per week to trading. He is also an advisory representative of an RIA through CIRA since 2022, spending full-time hours on this and nearly full-time hours on trading, and involved with Nettworth Financial Group as a marketing DBA since 2021, spending a few hours per week on this and minimal time on trading.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
State Registrations7 states
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