Oma
Claunch

Cambridge Investment Research Advisors, Inc

CRD#1346139
Investment Advisor
in Austin, TX
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About this Advisor

Oma Claunch is a certified financial planner whose office is in Austin, Texas. Currently an investment advisor with Cambridge Investment Research Advisors, Inc, Claunch has a notable 37 years of practice in the financial advisory industry. Claunch holds a Series 63 license, qualifying the advisor as a securities representative. Claunch is registered to work with investors in Texas. Over the course of their career, they have held roles at Insurance Unlimited, Texas National Guard, Transamerica, Transamerica Financial Advisors, Inc, Priority Planning Financial Consultants, Cambridge Investment Research Advisors, Inc, Claunch Holdings, Gp LLC, Claunch Holdings, Lp and Cambridge Investment Research, Inc. Cambridge Investment Research Advisors, Inc is based out of Austin, Texas, and operates out of 1,728 other locations in the country. As a company, Cambridge Investment Research Advisors, Inc manages $40 billion in assets throughout 225,374 client accounts and retains more than 2,672 people. The level of assets currently under the firm's management places it among the largest firms in the country. The firm manages 196,087 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 7% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Cambridge Investment Research Advisors, Inc can offer 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. The firm's fees may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

37 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

Disclosures

No

Office Location

5307 Hwy 290 West Ste B-4
Austin, TX 78735

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$44,327,336,213

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

2,857

TX Average: 166
Total Number of Accounts

276,236

TX Average: 7,189
Average Account Size

$160,469

TX Average: $1,287,990

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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

Oma Claunch Work History

Oma has 37 years of experience.

2016 - Present (3 years)

Cambridge Investment Research Advisors, Inc

2016 - Present (3 years)

Cambridge Investment Research, Inc

2015 - Present (4 years)

Claunch Holdings, Gp LLC

2015 - Present (4 years)

Claunch Holdings, Lp

1997 - Present (22 years)

Priority Planning Financial Consultants

1993 - 2016 (23 years)

Transamerica Financial Advisors, Inc

1984 - 2010 (26 years)

Insurance Unlimited

1984 - 2016 (32 years)

Transamerica

1981 - Present (38 years)

Texas National Guard

Disclosures

Oma Claunch has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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