Oma ClaunchCRD Number: 1346139
Current Firm: Cambridge Investment Research Advisors, Inc.
Oma Claunch (CRD# 1346139) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Austin, TX and has over 23 years of experience in the finance industry. Oma Claunch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
C.m.bidwell & Associates Ltd
Wall Street Financial Group, Inc.
Afam Capital, Inc.
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Apr 2016 - Current||< 1|
|Cambridge Investment Research, Inc.||Fairfield, IA||Apr 2016 - Current||< 1|
|Claunch Holdings, Gp LLC||Spicewood, TX||Aug 2015 - Current||1|
|Claunch Holdings, LP||Spicewood, TX||Aug 2015 - Current||1|
|Priority Planning Financial Consultants||Austin, TX||Jan 1997 - Current||20|
|Texas National Guard||Austin, TX||Feb 1981 - Current||36|
|Transamerica Financial Advisors, Inc.||Austin, TX||Feb 1993 - Apr 2016||23|
|Transamerica||Austin, TX||Mar 1984 - Apr 2016||32|
|Insurance Unlimited||Austin, TX||Mar 1984 - Nov 2010||26|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1993|
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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