Gregory Gibson
Gregory Gibson is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Simpsonville, SC, with 38 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
Simpsonville, SC
Get directionsHistory
Regulatory History (6)
Customer Dispute
February 2025Customer Dispute
April 2024Customer Dispute
April 2023Customer Dispute
September 2022Regulatory
June 1993Regulatory
October 1988Other Business ActivitiesSells Insurance
Gregory owns Gibson Retirement Planning, LLC, a financial services company, dedicating about 10-20% of his time. He is also an insurance agent with Guardian and Innovative Underwriters, though he spends no time on these activities during securities trading hours.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Dempsey Lord Smith, LLC
Cambridge Investment Research, INC.Broker
Previous Registrations
Dempsey Lord Smith, LLC
Dempsey Lord Smith, LLCBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations5 states
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.