Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bridget? Claim Your ProfileBridget Cary Baugh is a financial advisor with over 15 years of experience in the industry. Bridget is currently registered with Cambridge Investment Research Advisors, Inc. and has been with the firm since February 2021. Bridget is also a registered Investment Advisor Representative (IAR) in Indiana. Previously, Bridget was an advisor at Thurston Springer Financial in Bloomington, IN from December 2018 to February 2021. Bridget holds Series 6, 63 and 65 licenses. Bridget specializes in working with individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IN
02/16/2021 - Present
Cambridge Investment Research Advisors, Inc. (Bloomington IN)
IN
12/22/2018 - 02/24/2021
THURSTON SPRINGER FINANCIAL (Bloomington IN)
IA
Issued 07/29/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Bridget Baugh is the right advisor for you? Invested Better is here to help.
