BG
CFP
BG
CFP

Buford Glover

21 Years of Experience
Newberry, SC
BrokerSells Insurance

Buford Glover is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Newberry, SC, with 21 years of industry experience. Buford 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.

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
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Location

1508 Lindsay St., Newberry, SC, 29108

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Buford is an independent insurance agent for various companies, an advisory representative of a RIA, and provides client services as a financial advisor. He also works in accounting/tax preparation and is an agent for insurance/benefits/human resources, and a board member at a church.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
December 2020 - Present · 5 yrs 10 mos
Cambridge Investment Research, INC.Broker
December 2020 - Present · 5 yrs 10 mos
Previous Registrations
Avantax Advisory Services
October 2009 - December 2020 · 11 yrs 2 mos
Avantax Investment Services, INC.Broker
January 2005 - December 2020 · 15 yrs 11 mos
State Registrations11 states
CADEGAINLAMANCNYSCTNVA
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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