Michelle HuffmanCRD 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.
Prosperity Wealth Management, Inc.
Legacy Financial Solutions, Inc.
Ameriprise Financial Services, LLC
|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|
Total Assets Under Management68,505MILLIONS
Total Number of Accounts337,618ACCOUNTS
Average Account Value$202,907
- 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, WY
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