Jacob Haigh, financial advisor Middlebury VT

Jacob Haigh

CRD Number: 5068661
Current Firm: Capital Cities Investments

Jacob Haigh (CRD# 5068661) is an Investment Advisor Representative working at Capital Cities Investments in Middlebury, VT and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Community Investment Counselors Middlebury, VT Mar 2009 - Current 15
Capital Cities Investments Middlebury, VT Mar 2009 - Current 15
Triad Advisors, Inc. Norcross, GA Sep 2008 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2006
S66 NASAA Uniform Combined State Law Examination Dec 2007
Contact Info for Jacob R. Haigh
Phone Number: 317-475-4500
Registered State(s):
  • TX
  • VT
By the Numbers
  • Total Assets Under Management
    271
    MILLIONS
  • Total Number of Accounts
    1,547
    ACCOUNTS
  • Average Account Value
    $174,885
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CA, CO, FL, IL, IN, LA, MI, NC, NH, NY, TX, VA, VT

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