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Jimmy Ray Huggins

Diamond Investment Management Services, LLC

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About Jimmy Ray Huggins

Jimmy Huggins is an Investment Adviser Representative at Diamond Investment Management Services, LLC. Jimmy has been in the financial services industry since 1989 and has extensive experience working with a variety of clients, including individuals, families, and businesses. Jimmy holds the Series 6, 7, 63, and 65 securities licenses. Jimmy is registered in Montana and Texas.

Firm Information

Jimmy Huggins is currently registered with Diamond Investment Management Services, LLC. Diamond Investment Management Services, LLC is an investment advisor headquartered in California. The firm has 1 investment advisor representative and manages approximately $22.8 million in regulatory assets under management for 127 clients, including high-net-worth individuals, corporations, and individuals. The firm provides portfolio management services for individuals and businesses.

$22.80M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jimmy Huggins’s Registration & Firm History

MT

06/07/2012 - Present

Diamond Investment Management Services, LLC (Arlee MT)

MT

02/25/2000 - 12/02/2008

D.A. DAVIDSON & CO. (MISSOULA MT)

MN

01/22/1994 - 03/17/2000

U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)

MN

02/10/2000 - 03/13/2000

U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)

NY

07/31/1993 - 01/13/1994

SMITH BARNEY SHEARSON INC. (NEW YORK NY)

NY

12/07/1992 - 07/31/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

MA

07/17/1989 - 09/19/1991

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

07/17/1989 - 09/19/1991

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

IA

Issued 01/16/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/14/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/03/1992

Series 7 - General Securities Representative Examination

BC

Issued 07/14/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jimmy Ray Huggins.
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