Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Dylan Baxter is an investment advisor representative registered with Cambridge Investment Research Advisors, Inc. in Marietta, GA. James has been in the financial services industry since 2023. James is a registered representative of VALIC Financial Advisors, Inc. in Macon, GA. James is also a licensed insurance agent for various independent insurance companies. James holds the Series 66, Series 7TO, and SIE exams. James has experience providing financial planning and portfolio management for individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
GA
02/15/2024 - Present
Cambridge Investment Research Advisors, Inc. (Marietta GA)
GA
06/12/2023 - 02/08/2024
VALIC FINANCIAL ADVISORS, INC. (MACON GA)
BOTH
Issued 06/26/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/12/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/03/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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