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CFP
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CFP

Gregory Hardy

Cambridge Investment Research Advisors, INC.
18 Years of Experience
Portage, MI
BrokerSells Insurance
View SEC Summary
View SEC Summary

Gregory Hardy is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Portage, MI, with 18 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

700 Mall Dr., Ste. C, Portage, MI, 49024

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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

Gregory is involved in several business activities, including advisory roles, insurance sales, financial planning, and tax services. He also coaches youth baseball and serves on the board of an estate planning council.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
March 2013 - Present · 13 yrs 7 mos
Cambridge Investment Research, INC.
March 2013 - Present · 13 yrs 7 mos
Cambridge Investment Research, INC.Broker
March 2013 - Present · 13 yrs 7 mos
Previous Registrations
The O.N. Equity Sales CompanyBroker
June 2008 - March 2013 · 4 yrs 9 mos
State Registrations18 states
ARCACOFLIAINLAMIMSNCNHNYOHORPATXWAWI
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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