Charlotte, NC Winds Crossing Dr Office

Dawn Baker is a financial advisor with Cambridge Investment Research Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2010. Outside of her advisory work, she serves as a FINRA arbitrator and is president of Aurora Insurance Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of strategies and platform arrangements tailored to client objectives.

Jason Baker is a financial advisor with Cambridge Investment Research Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated firm since 2010. Outside of his advisory role, he owns Baker Wealth Management. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management strategies and custodial platforms.