Greg Lebold
Greg Lebold is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Gladstone, MO, with 40 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
2608 NE 69th St, Gladstone, MO, 64119-1129
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2005Other Business ActivitiesSells Insurance
Greg is an independent insurance agent for various independent insurance companies, dedicating about 10-20% of his time to this. He also referees high school football, recommends numismatics, is treasurer for a family visitation center, an advisory rep for an RIA, a volunteer core team leader, and an organizer for a golf tournament.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Legacy Financial Group, INC.
MML Investors Services, INC.Broker
Planned Investments INC.Broker
W. S. Griffith & CO., INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.