Jamie
Hugunin
Cambridge Investment Research Advisors, Inc
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About this Advisor
Jamie Hugunin is a financial advisor who works out of Clinton, Iowa, with 10 years of financial industry experience. Hugunin is an advisor for Cambridge Investment Research Advisors, Inc. During their career, the advisor has held roles at Aflac, First Trust And Savings Bank, Clinton Community College, Central Bank Illinois, Nelsoncorp Wealth Management and Cambridge Investment Research Advisors, Inc. Hugunin maintains a Series 65 license, qualifying them as an investment advisor representative, and is registered to operate in Illinois and Iowa. Cambridge Investment Research Advisors, Inc is a business that has its headquarters in Clinton, Iowa. The firm has offices in 2,023 locations and a total of 3,264 financial advisors. It handles $82 billion in total assets between its 382,713 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides financial advice to five charities and foundations. Of its 382,713 accounts, just 11% belong to high-net-worth investors who have more than $1 million in assets. The firm offers a number of services, such as 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 for financial advice typically depend on which services the firm provides the client. However, fees billed by Cambridge Investment Research Advisors, Inc can be comprised of any combination of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Cambridge Investment Research Advisors, Inc Brokerage Details
$82,247,302,732
3,264
382,713
$214,906
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.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
Jamie Hugunin Work History
Jamie has 10 years of experience.
Cambridge Investment Research Advisors, Inc
Nelsoncorp Wealth Management
Central Bank Illinois
Aflac
First Trust And Savings Bank
Clinton Community College
Disclosures
Jamie Hugunin has no disclosures.
Please visit their SEC profile for more details.
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