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Clifford Peter Haugen

BLB & B ADVISORS, LLC·MONTGOMERYVILLE, Pennsylvania
SIE, Series 4, Series 7, Series 24, Series 27, Series 53, Series 66, Series 87CFAClean record24 years registeredBLB & B ADVISORS, LLC
103 MONTGOMERY AVENUE, MONTGOMERYVILLE, PA 18936CRD# 4416860Firm CRD# 139096

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Clifford Peter Haugen · MONTGOMERYVILLE, PA
Registration
CRD #4416860 · BLB & B ADVISORS, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

BLBB ADVISORS
Sep 2008 – present
WALNUT ASSET MANAGEMENT LLC
Sep 2001 – Sep 2008
PHILADELPHIA, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 24
Series 27
Series 53
Series 66
Series 87
Registration record
First registered · September 12, 2001
Years registered · 24
Professional designation · CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BLB & B ADVISORS, LLC
CRD 139096 · SEC 801-65840
AUM
$2.3B
Regulatory assets under management
Employees
29
3,131 client accounts
Services offered by BLB & B ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at BLB & B ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Clifford Peter Haugen offer?
Clifford Peter Haugen specializes in Financial Planning, Investment Management. Contact their office in MONTGOMERYVILLE, Pennsylvania for a consultation.
What are Clifford Peter Haugen's credentials?
Clifford Peter Haugen holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Clifford Peter Haugen located?
Clifford Peter Haugen is based in MONTGOMERYVILLE, Pennsylvania, working with BLB & B ADVISORS, LLC. Their office serves clients in the MONTGOMERYVILLE metropolitan area and surrounding communities.
How does Clifford Peter Haugen charge for services?
Clifford Peter Haugen's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BLB & B ADVISORS, LLC?
BLB & B ADVISORS, LLC has approximately 29 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BLB & B ADVISORS, LLC

Douglas Brant Huntley
MONTGOMERYVILLE, PA
Christopher Fearon Brown
MONTGOMERYVILLE, PA
Franklin Arden Burke
AMBLER, PA
John Taylor Lawton
MONTGOMERYVILLE, PA
William Dean Karrash
MONTGOMERYVILLE, PA

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