Barry Bynum
Barry Bynum is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Greenville, SC, with 25 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
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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
303 W Stone Ave, Greenville, SC, 29609
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Regulatory History (1)
Customer Dispute
March 2021Other Business ActivitiesSells Insurance
Barry is an advisory representative of an RIA, an independent insurance agent, and a representative of another RIA. He also holds positions with Knights of Columbus Council 8182, St Elizabeth Ann Seton, RJTML Holdings LLC, and Next Financial Partners, taking up nearly all of his time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research, INC.
Previous Registrations
LPL Financial LLCBroker
Advantage Investment Management, LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Walnut Street Securities, INC.Broker
State Registrations16 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.