BB
Barry R. Bynum
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Pelzer, SC
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CRD#: 3018458
BB
Professional summary
Barry Robert Bynum JR, CFP®, who also goes by Rusty Bynum Jr., Rusty Bynum, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Pelzer, South Carolina and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Greenville, South Carolina.
Barry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Barry has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rusty Bynum Jr. | Rusty Bynum
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) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 01/2018, AS ADVISORY REP OF RIA, INV REL, 80 HR/MO 80 HR/MO TRADING 2) INDEPENDENT INSURANCE AGENT AT 206 COUCH LANE SUITE D EASLEY SC, 01/1998, FOR VARIOUS INSURANCE COMPANIES, INV REL, 2 HR/MO 2 HR/MO TRADING 3) BYNUM FINANCIAL GROUP, 206 COUCH LANE SUITE D EASLEY SC, 01/1998, REP OF RIA, INVREL, 160HR/MO 160 HR/MO TRADING 4) KNIGHTS OF COLUMBUS COUNCIL 8182, 8 GILLIN DR SIMPSONVILLE SC, 09/2021, Deputy Grand Knight, Keeping track of membership, books and records, NIR, 3 HR/MO 0 HR/MO 5) ST ELIZABETH ANN SETON, 8 GILLIN DR SIMPSONVILLE SC, 09/2021, Chair Finance Council, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 4 HR/MO 0 HR/MO TRADING 6) RJTML HOLDINGS LLC, 1471 Reedy Fork Rd., Pelzer SC 29669, United States, 04/17/2024, OWNER, REAL ESTATE, NIR, 1 HR/MO 1 HR/MO TRADING 7) NEXT FINANCIAL PARTNERS, 303 W STONE AVE GREENVILLE SC, 05/2024, OWNER, DBA, INV REL, 160 HR/ MO 140 HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Barry Robert Bynum JR'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®
CFP®
Start date: 2006
Experience
Current
January 2, 2018 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #2: 303 W Stone Ave, Greenville, SC 29609Office #3: 107 North Fairplay Street, Seneca, SC 29678RIA
CRD#: 134139
Pelzer, SC
Current
January 2, 2018 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 303 W Stone Ave, Greenville, SC 29609Office #2: 107 North Fairplay Street, Seneca, SC 29678BD
CRD#: 39543
Greenville, SC
Past
July 31, 2012 - December 31, 2017
LPL FINANCIAL LLC
BD
CRD#: 6413
EASLEY, SC
Past
May 13, 2010 - January 2, 2018
ADVANTAGE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 146236
EASLEY, SC
Past
April 12, 2004 - August 5, 2010
NATIONAL PLANNING CORPORATION
RIA
CRD#: 29604
EASLEY, SC
Past
April 2, 2004 - July 31, 2012
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
EASLEY, SC
Past
March 28, 2000 - April 12, 2004
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
EL SEGUNDO, CA
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
Arizona(1/2/2018)
RR
California(10/21/2019)
RR
Colorado(1/2/2018)
RR
Florida(1/2/2018)
RR
Georgia(1/2/2018)
RR
Illinois(1/2/2018)
RR
Indiana(3/25/2019)
RR
Michigan(1/2/2018)
RR
Mississippi(9/16/2022)
RR
New York(1/2/2018)
RR
North Carolina(1/2/2018)
RR
Ohio(1/2/2018)
RR
South Carolina(1/2/2018)
IAR
South Carolina(1/2/2018)
RR
Virginia(1/2/2018)
RR
Washington(10/21/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
