Clinton McHoul, financial advisor Medway MA

Clinton McHoul

CRD Number: 5272536
Current Firm: Cambridge Investment Research Advisors, Inc.

Clinton McHoul (CRD# 5272536) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Medway, MA and has over 16 years of experience in the finance industry. Clinton McHoul 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.

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Professional Designations
Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Apr 2017 - Current 6
Cambridge Investment Research Advisors, Inc. Fairfield, IA Apr 2017 - Current 6
Bank Of America,n.a. Boston, MA Dec 2010 - Apr 2017 6
Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln, RI Oct 2009 - Apr 2017 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2007
Contact Info for Clinton A. McHoul
Phone Number: 641-472-5100
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    82,428
    MILLIONS
  • Total Number of Accounts
    461,370
    ACCOUNTS
  • Average Account Value
    $178,659
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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