Gregory S. Bingel
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Columbia, SC 29201
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CRD#: 4732243
Professional summary
Gregory Sham Bingel, CFP® is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Columbia, South Carolina and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Lexington, South Carolina.
Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Gregory has worked at 8 firms and has passed the Series 63, Series 66, SIE and Series 7 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) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE. 2) LEXINGTON ROTARY, 1066 BARR RD, LEXINGTON, SC, 07/2023, MEMBER, NON PROFIT, NIR, 4 HR/MO, 0 HR/MO TRADING. 3) GREGORY BINGEL, 108 SUMMER GATE CT, LEXINGTON, SC, 07/2023, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 1 HR/MO, 0 HR/MO TRADING. 4) OUR LADY OF THE HILLS CATHOLIC CHURCH, 120 MARYDALE LN, COLUMBIA, SC, 07/2023, COMMITTEE MEMBER, RELIGIOUS ORG, NIR, 1 HR/MO, 0 HR/MO TRADING. 5) ROCKY CREEK ELEMENTARY SCHOOL PTO, 430 Calks Ferry Rd, Lexington SC 29072, United States, 09/12/2025, Committee Member, Volunteer, NIR, 1 HR/MO - 1 HR/MO TRADING 6) WEALTHPLAN FINANCIAL GROUP, LLC, 108 Summer Gate Court, Lexington SC 29072, 07/2023, Investment Advisor Representative, Insurance/Benefits/Human Resources, INV REL, 120 HR/MO, 80 HR/MO TRADING. 7. SOUTH CAROLINA DANCE COMPANY (SCDC), 1332 N Lake Dr, Lexington SC 29072, United States, 09/15/2025, Committee Member, Volunteer, NIR, 1 HR/MO - 1 HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Sham Bingel'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: 2014
Experience
Current
July 17, 2023 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 1314 Lincoln Street, Suite 303, Columbia, SC 29201RIA
CRD#: 134139
Columbia, SC
Current
July 17, 2023 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #2: 1314 Lincoln Street Ste 303, Columbia,, SC 29203BD
CRD#: 39543
Lexington, SC
Past
February 17, 2021 - July 7, 2023
TRUIST ADVISORY SERVICES, INC.
RIA
CRD#: 283390
COLUMBIA, SC
Past
February 17, 2021 - July 7, 2023
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
COLUMBIA, SC
Past
January 2, 2018 - February 17, 2021
BB&T SECURITIES, LLC
RIA
CRD#: 142785
RICHMOND, VA
Past
January 2, 2018 - February 17, 2021
BB&T SECURITIES, LLC
BD
CRD#: 142785
RICHMOND, VA
Past
November 4, 2014 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
RIA
CRD#: 33856
WEST COLUMBIA, SC
Past
November 4, 2014 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
BD
CRD#: 33856
WEST COLUMBIA, SC
Past
May 27, 2011 - November 14, 2014
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
COLUMBIA, SC
Past
May 25, 2011 - November 14, 2014
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
COLUMBIA, SC
Past
October 27, 2005 - January 23, 2006
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
MT PLEASANT, SC
Past
March 10, 2004 - January 23, 2006
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
NEW YORK, NY
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
Arkansas(7/17/2023)
RR
Florida(7/17/2023)
RR
Georgia(7/17/2023)
RR
Maryland(7/17/2023)
RR
Montana(7/25/2023)
RR
Nevada(7/17/2023)
RR
North Carolina(8/11/2023)
RR
Ohio(7/17/2023)
RR
South Carolina(7/17/2023)
IAR
South Carolina(7/17/2023)
RR
Texas(5/22/2024)
IAR
Texas(5/22/2024)
RR
Virginia(6/8/2024)
Exams
State Security Law Exam
State Security Law 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
Registered Investment Advisory firm - (2/3/2005 Approved)Upgrade to AdvisorCheck Premium
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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#: 134139Columbia, SC 29201TRUST BUT VERIFY
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