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Gregory Gibson

Cambridge Investment Research Advisors, INC.
38 Years of Experience
Simpsonville, SC
6 DisclosuresBrokerSells Insurance
View SEC Summary
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Gregory Gibson is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Simpsonville, SC, with 38 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.

Cambridge Investment Research Advisors, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3940 advisors
Number of Clients
361,213 clients
Average Client Portfolio
$384K average
Assets Under Management
$138.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Simpsonville, SC

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History

Regulatory History (6)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2025
Settled
Customer Dispute
April 2024
Settled
Customer Dispute
April 2023
Settled
Customer Dispute
September 2022
Settled
Regulatory
June 1993
Final
Regulatory
October 1988
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Gregory owns Gibson Retirement Planning, LLC, a financial services company, dedicating about 10-20% of his time. He is also an insurance agent with Guardian and Innovative Underwriters, though he spends no time on these activities during securities trading hours.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
March 2026 - Present · 7 mos
Cambridge Investment Research, INC.Broker
November 2025 - Present · 11 mos
Previous Registrations
Dempsey Lord Smith, LLC
March 2026 - April 2026 · 1 mo
Dempsey Lord Smith, LLC
September 2012 - December 2025 · 13 yrs 3 mos
Dempsey Lord Smith, LLCBroker
June 2012 - November 2025 · 13 yrs 5 mos
Park Avenue Securities LLC
April 2004 - June 2012 · 8 yrs 2 mos
Park Avenue Securities LLCBroker
May 1999 - June 2012 · 13 yrs 1 mo
Guardian Investor Services CorporationBroker
June 1992 - May 1999 · 6 yrs 11 mos
Pruco Securities CorporationBroker
June 1987 - December 1991 · 4 yrs 6 mos
The Prudential Insurance Company of AmericaBroker
June 1987 - December 1991 · 4 yrs 6 mos
State Registrations6 states
ALFLGAMINCSC
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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