KB
Kevin D. Bingham
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
RIDGELAND, MS 39157
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CRD#: 1348546
KB
Professional summary
Kevin Donnell Bingham is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Ridgeland, Mississippi and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Ridgeland, Mississippi.
Kevin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Kevin has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) LICENSED MISSISSIPPI INDEPENDENT INSURANCE AGENT, PO BOX 3018, RIDGELAND, MS, 1/01/1999 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 15 HR/WK - 60/TRADING. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 10 HR/WK - 1/TRADING. 07/01/11. 3) WELLSPRING WEALTH GROUP PLLC. 350 ARBOR DRIVE, STE E, RIDGELAND, MS. STARTED 7/31/2009 AS MEMBER. MARKETING AND PAYING EXPENSES. SPENDS 1 HR/MO, 1 HR/MO DURING TRADING. NOT INVESTMENT RELATED. 4) FBI JACKSON CITIZENS' ACADEMY ALUMNI ASSOCIATION, 104 SUNRISE RDGE, BRANDON, MS, 6/30/2017 AS BOARD MEMBER. NIR - 2/MO - 2/TRADING. 5) BRIGHAM CAPITAL STRATEGIES, 350 ARBOR DRIVE, STE E, RIDGELAND, MS, PRESIDENT, 11/01/7, INV REL, 50 HR/WK- 50/TRADING HRS. 6) HOUSES TO HOMES, INC, 6601 Stolte Lane, Fort Worth TX 76123, United States, 12/01/2024, Owner, Owner/Partner of a Business Entity, NIR, 20HR/MO - 5HR/TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Donnell Bingham's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 7, 2011 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 350 Arbor Dr Ste E, Ridgeland, MS 39157Office #2: 319 Hi 51 North Po Box 479, Ridgeland, MS 39158RIA
CRD#: 134139
RIDGELAND, MS
Current
August 31, 2009 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 350 Arbor Dr Ste E, Ridgeland, MS 39157BD
CRD#: 39543
Ridgeland, MS
Past
October 6, 2003 - August 31, 2009
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
RIDGELAND, MS
Past
February 25, 1999 - October 13, 2003
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
EL SEGUNDO, CA
Past
July 30, 1994 - January 15, 1999
PFS INVESTMENTS INC.
BD
CRD#: 10111
DULUTH, GA
Past
October 7, 1992 - July 5, 1994
IFG NETWORK SECURITIES, INC.
BD
CRD#: 19948
ATLANTA, GA
Past
March 15, 1985 - March 13, 1992
PFS INVESTMENTS INC.
BD
CRD#: 10111
DULUTH, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(4/4/2013)
RR
Arizona(4/30/2025)
RR
Arkansas(2/14/2023)
RR
California(8/30/2021)
RR
Florida(1/3/2022)
RR
Georgia(8/31/2009)
RR
Kansas(2/15/2023)
RR
Louisiana(11/12/2012)
RR
Mississippi(8/31/2009)
IAR
Mississippi(6/7/2011)
RR
Missouri(9/30/2019)
RR
North Carolina(1/2/2025)
RR
South Carolina(1/2/2025)
RR
Tennessee(3/2/2018)
RR
Texas(1/4/2021)
IAR
Texas(1/4/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
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Contact information
Main Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Mailing Address
Phone number
(641) 472-5100
Established
Firm type
Fiscal year end
# of Employees
3,361
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 438,414 |
| AUM (Assets Under Management) | $ 102,413,096,032 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/09/2024 | ||
| 04/29/2024 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRD#: 134139Ridgeland, MS 39157TRUST BUT VERIFY
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