Stacy McHugh (CRD# 5216604) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Irwin, PA and has over 17 years of experience in the finance industry.
CRD# 1498908
Robert W. Baird & Company Incorporated
CRD# 1523919
Trustmont Advisory Group, Inc.
CRD# 6747556
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Sep 2021 - Current | 2 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Sep 2021 - Current | 2 |
| United Capital Financial Advisers, LLC | Newport Beach, CA | Jan 2014 - Jun 2021 | 7 |
| Cetera Advisor Networks LLC | El Segundo, CA | Nov 2017 - Sep 2020 | 2 |
| Girard Securities, Inc. | Canonsburg, PA | May 2014 - Nov 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2012 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2006 |
- PA
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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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