Michelle Huffman, financial advisor Concord NH

Michelle Huffman

CRD Number: 4164312
Current Firm: Cambridge Investment Research Advisors, Inc.

Michelle Huffman (CRD# 4164312) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Concord, NH and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jan 2020 - Current 1
Benoit Financial Planners Concord, NH Jan 2020 - Current 1
Cambridge Investment Research, Inc. Fairfield, IA Nov 2017 - Current 4
Benoit Financial Planners Concord, NH Aug 2019 - Jan 2020 < 1
Neebco Retirement And Wealth Planners Concord, NH Mar 2013 - Aug 2019 6
Lincoln Financial Securities Concord, NH Apr 2013 - Nov 2017 4
Lincoln Financial Distributors Concord, NH Nov 2011 - Mar 2013 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2000
S65 NASAA Investment Advisors Law Examination Jan 2020
Contact Info for Michelle M. Huffman
Phone Number: 641-472-5100
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    68,505
    MILLIONS
  • Total Number of Accounts
    337,618
    ACCOUNTS
  • Average Account Value
    $202,907
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, WY

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