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GB
CFP · ChFC
GB
CFP · ChFC

Gregory Bingel

Cambridge Investment Research Advisors, INC.
17 Years of Experience
Columbia, SC
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Gregory Bingel is a CFP, ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Columbia, SC, with 17 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

1314 Lincoln Street, Suite 303, Columbia, SC, 29201

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History

Regulatory History (2)
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
November 2024
Pending
Customer Dispute
December 2022
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Gregory works as an advisory representative of an RIA, dedicating nearly full-time hours to this role. He is also an independent insurance agent for various companies, spending minimal time on this activity.

Employment History
Current Registrations
Cambridge Investment Research, INC.
July 2023 - Present · 3 yrs 3 mos
Cambridge Investment Research, INC.Broker
July 2023 - Present · 3 yrs 3 mos
Cambridge Investment Research Advisors, INC.
July 2023 - Present · 3 yrs 3 mos
Previous Registrations
Truist Investment Services, INC.Broker
February 2021 - July 2023 · 2 yrs 5 mos
Truist Advisory Services, INC.
February 2021 - July 2023 · 2 yrs 5 mos
Bb&t Securities, LLC
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.Broker
November 2014 - January 2018 · 3 yrs 2 mos
Bb&t Investment Services, INC.
November 2014 - January 2018 · 3 yrs 2 mos
Ameriprise Financial Services, INC.
May 2011 - November 2014 · 3 yrs 6 mos
Ameriprise Financial Services, INC.Broker
May 2011 - November 2014 · 3 yrs 6 mos
AXA Advisors, LLC
October 2005 - January 2006 · 3 mos
AXA Advisors, LLCBroker
March 2004 - January 2006 · 1 yr 10 mos
State Registrations14 states
ARFLGAMDMOMTNCNVNYOHSCTXVAWV
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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