Best Investors Account Sign in
Inactive

Clifford Peter Haugen

Blbb Advisors

Montgomeryville, PA

Claim This Profile
Current Employers
Blbb Advisors

103 Montgomery Avenue, Montgomeryville, PA 18936 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2008-09-23
  • PA RA
    APPROVED
    Since 2008-09-23

Branch Locations

103 Montgomery Avenue, Montgomeryville, PA 18936 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Burke, Lawton, Brewer & Burke, Llc Ambler PA 09/2008 11/2019
Blb & B Advisors, Llc Montgomeryville PA 09/2008 Present
  • 09/2008 → 11/2019
    Burke, Lawton, Brewer & Burke, Llc
    Ambler, PA
  • 09/2008 → Present
    Blb & B Advisors, Llc
    Montgomeryville, PA
Previous Registrations
  • 2001-09-12 → 2008-09-13
    Walnut Asset Management Llc
    Philadelphia, PA
Other Businesses

General Partner - Haugen Agro, LLLP - Beginning April 2004 - this is not an investment related business. Acts as co-Trustee on several trusts beginning in 2017. This is investment-related, approx 1-5 hours during securities trading hours/month. Trustee and Member of various Board Committees including Finance Committee - Silver Springs/Martin Luther School located in Plymouth Meeting, PA - beginning February 2017 - no compensation - approx 2 hours during securities trading hours/month.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-07-27
  • S66 Uniform Combined State Law Examination
    2001-07-27
Designations

View on SEC IAPD

More in Montgomeryville, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor