BB
Brian Bingham
ELITE INVESTMENT ADVISORS
Manchester, MO
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CRD#: 4530526
BB
Professional summary
Brian Bingham is a registered financial advisor currently at ELITE INVESTMENT ADVISORS, LLC located in Manchester, Missouri.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Brian has worked at 1 firm and has passed the Series 65 exam.
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.
AAII - American Association of Individual Investors - Mr. Bingham has volunteered as a "Stock Selection Strategies Special Interest Group" (SSSSIG) Leader since 2010. The task is to lead group educational meetings and discussions regarding stock selection strategies and market commentary. This also turned into a AAII St. Louis Chapter Board Member Position which simply involves attending Board Meetings and providing input on events. Until Covid-19 shutdown occurred, time volunteered each month varied from approximately 5 hours to 10 hours depending on meeting schedule or about 90 to 100 hours per year. Since Covid shut down live meetings the time spent from January to August 2024 has been less than 15 hours. This may increase in the future if regular Chapter meetings resume. Brian Bingham receives no income from this position. Brian Bingham has no ownership in this entity, and Brian Bingham will occasionally tell clients or others about the meetings. In 2020 Mr. Bingham received a "Certificate of Appreciation" for ten years of service to AAII from the national headquarters. Investor's Business Daily Meetup Groups - Mr. Bingham began leading The Southwest Illinois Investor's Business Daily Meetup Group in 2011 and has been a leader in groups in the San Diego, CA area as well as doing talks at other IBD groups in Tacoma, WA, and Los Angeles, CA, and Eugene, OR. The IBD Meetup Groups were sponsored by William O'Neil's Investor's Business Daily Newspaper to educate individual investors on how the market actually works as well as education on the characteristics of some of the best growth companies of the past nearly 140 years in the US markets. As leader, Mr. Bingham's primary task was doing educational talks which often lasted four to six hours on Saturday mornings and into the afternoon. There is no income to Mr. Bingham or his advisory firm. Mr. Bingham has no ownership in this investment club as there is nothing to own and the true founder was Investor's Business Daily. Mr. Bingham will invite clients and others to meetings if they are interested in learning about the stock market. Since Covid-19 shut down meetings, the group has not had regular meetings for several years but may again soon. Time spent on this group in the past 12 months is less than 3 hours. If meetings resume on a regular basis as in the past, time spent would increase to about 100 hours per year. Outside Business Activities for Brian Bingham 1 Activity Name: Investment Education 2 What entity is the activity tied to? Investor education Network, LLC 3 What is your title? Owner, founder, and sole employee 4 What is your role? Creating educational content, and marketing and presenting this information in various formats. 5 Do you receive income from this position? If so, how are you compensated? Yes, I receive income. I am compensated from course/educational fees paid to the company by students of the market. 6 Is income run through advisory firm books and financials? No. 7 What activities do you perform for this entity? Everything. All administrative tasks. Course material creation. Delivering extensive in-person and online classes. 8 Will you refer any of your advisory clients to this entity, activity, product, or service? Yes. But in practice, it rarely happens. 9 Do you have any ownership in this entity? Yes.
CRS (Client Relationship Summary) - RIA
Click below to view Brian 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
January 14, 2001 - Present
ELITE INVESTMENT ADVISORS, LLC
RIA
CRD#: 118389
Manchester, MO
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.Highlighted states indicate IAR registrations
IAR
Illinois(4/24/2006)
IAR
Missouri(1/14/2001)
Current Firm
EI
ELITE INVESTMENT ADVISORS, LLC
ELITE INVESTMENT ADVISORS, LLC
CRD#: 118389 / SEC#:
Illinois
Registered Investment Advisory firm - (4/24/2006 Approved)Missouri
Registered Investment Advisory firm - (11/14/2001 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Manchester, MO
Mailing Address
Phone number
(314) 983-0036
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 6 |
| AUM (Assets Under Management) | $ 606,080 |
Red Flags
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