Clifford
Haugen
Blb & B Advisors, LLC
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About this Advisor
Clifford Haugen is a chartered financial analyst based in Montgomeryville, Pennsylvania with a total of 15 years of relevant experience. Haugen works at Blb & B Advisors, LLC. Their career trajectory has included roles at Burke, Lawton, Brewer & Burke, LLC and Blb & B Advisors, LLC. Haugen maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Pennsylvania. Blb & B Advisors, LLC is a financial advisory business operating out of Montgomeryville, PA. It handles $2 billion in assets under management among its 2,955 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 39 charitable organizations. Of its 2,955 customer accounts, 37% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Blb & B Advisors, LLC performs a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial management largely are based on which services the firm provides the client. Fee types charged by Blb & B Advisors, LLC can be comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Blb & B Advisors, LLC Brokerage Details
$1,878,944,558
26
2,955
$635,853
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Clifford Haugen Work History
Clifford has been registered as a financial advisor for 15 years.*
Blb & B Advisors, LLC
Burke, Lawton, Brewer & Burke, LLC
*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 Clifford Haugen 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 Blb & B Advisors, LLC
Montgomeryville, PA
Montgomeryville, PA
Montgomeryville, PA
Montgomeryville, PA
Montgomeryville, PA
Montgomeryville, PA
Montgomeryville, PA
Montgomeryville, PA
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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