Bridget
Baugh

Cambridge Investment Research Advisors, Inc

CRD#4733816
Investment Advisor
in Bloomington, IN

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About this Advisor

Bridget Baugh is a financial advisor working out of Bloomington, Indiana with 2 years of relevant experience. Baugh is an advisor for Cambridge Investment Research Advisors, Inc. During their career, Baugh has held roles at Chiddister Financial Associates, Thurston Springer Financial, Cambridge Investment Research, Inc and Cambridge Investment Research Advisor, Inc. Baugh holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Indiana. Cambridge Investment Research Advisors, Inc is a registered investment company that has its headquarters in Fairfield, IA. The investment advisory business has offices in 2,023 locations and a total of 3,352 advisors. It controls $82 billion in assets between its 461,370 accounts, making it one of the biggest firms in the country by assets under management. The firm advises six charitable organizations. Of its 461,370 client accounts, just 10% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. Fees charged by financial advisors typically vary depending on which services the firm provides the client. However, fees billed by Cambridge Investment Research Advisors, Inc can include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

3695 S Sare Rd.
Bloomington, IN 47401

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$82,427,818,654

IN Average: $9,259,360,772
Total Number of Employees

3,352

IN Average: 166
Total Number of Accounts

461,370

IN Average: 7,189
Average Account Size

$178,659

IN Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Market timing services
  • Educational seminars/workshops

Bridget Baugh Work History

Bridget has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Cambridge Investment Research, Inc

2021 - Present (3 years)

Cambridge Investment Research Advisor, Inc

2020 - 2021 (1 year)

Thurston Springer Financial

2004 - 2020 (16 years)

Chiddister Financial Associates

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Bridget Baugh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cambridge Investment Research Advisors, Inc

Russell Rivera
New York, NY
Marie Everitt
Plymouth, MI
Richard Habel
Salt Lake City, UT
Curtis Goddard
Tulsa, OK
Noel Roach
Overland Park, KS
Enrico Bawar
Staten Island, NY
Andrew Wittich
Houston, TX
Tomas Cern
Tolland, CT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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