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Jonathan K

Series 66

Columbia, SC

Cambridge Investment Research Advisors

Jonathan King is a financial advisor at Cambridge Investment Research Advisors with 12 years of industry experience. He holds a Series 66 designation and has worked at Lincoln Financial Securities Corporation and Kirkland & King Financial, LLC, where he also acts as a life insurance agent. Outside of financial advising, he has been involved with King Nutrition since 2011. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of implementation platforms and strategies, including proprietary models and third-party manager referrals.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Gregory B

CFP®, ChFC®, Series 63, Series 66

Columbia, SC

Cambridge Investment Research Advisors

Gregory Bingel is a CFP® and ChFC® with 17 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. His prior roles include positions at Truist Advisory Services and Bb&T Investments. He is involved in several community and nonprofit activities, including membership in the Lexington Rotary and committee participation at Our Lady of the Hills Catholic Church and the South Carolina Dance Company. Cambridge Investment Research Advisors is a large SEC-registered firm offering financial planning, investment management, and retirement advisory services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm utilizes a variety of portfolio management strategies and platform arrangements, combining proprietary models with access to unaffiliated strategists.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Reginald G

Series 66

Columbia, SC

Cambridge Investment Research Advisors

Reginald Graham is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and five years of industry experience. He previously worked at Lincoln Financial Securities Corporation and has a background in management from his 14 years at Olive Garden-Darden. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm offers a range of investment solutions, including proprietary and third-party model strategies, with various custody and platform options tailored to client goals.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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