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CFP
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CFP

Barry Bynum

Cambridge Investment Research Advisors, INC.
26 Years of Experience
Greenville, SC
1 DisclosureBrokerSells Insurance
View SEC Summary
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Barry Bynum is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Greenville, SC, with 26 years of industry experience. Barry 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

303 W Stone Ave, Greenville, SC, 29609

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History

Regulatory History (1)
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
March 2021
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other 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.
January 2018 - Present · 8 yrs 9 mos
Cambridge Investment Research, INC.Broker
January 2018 - Present · 8 yrs 9 mos
Cambridge Investment Research, INC.
January 2018 - Present · 8 yrs 9 mos
Previous Registrations
LPL Financial LLCBroker
July 2012 - December 2017 · 5 yrs 5 mos
Advantage Investment Management, LLC
May 2010 - January 2018 · 7 yrs 8 mos
National Planning Corporation ("npc of America" in Fl & Ny)
April 2004 - August 2010 · 6 yrs 4 mos
National Planning CorporationBroker
April 2004 - July 2012 · 8 yrs 3 mos
Walnut Street Securities, INC.Broker
March 2000 - April 2004 · 4 yrs 1 mo
State Registrations16 states
AZCACOFLGAILINMIMSNCNYOHSCTNVAWA
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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