JH
John M. Huggins
CLOUD INVESTMENTS
Huntsville, AL 35801
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CRD#: 7507353
JH
Professional summary
John Michael Huggins is a registered financial advisor currently at CLOUD INVESTMENTS, LLC located in Huntsville, Alabama.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. John has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1620 PROPERTIES LLC; INVESTMENT RELATED; PART OWNER; RENTAL PROPERTY; ATHENS, ALABAMA; START DATE 07/2020; APPROXIMATELY 20% OF TIME DUTTON PROPERTY MANAGEMENT, LLC; NON-INVESTMENT RELATED; 08/2022; ATHENS, AL; CO-OWNER; PROPERTY MANAGEMENT; LESS THAN 1% OF TIME SPENT ON ACTIVITY. LAWNGATE ROAD LLC; NON-INVESTMENT RELATED; 01/2024; ATHENS, AL; CO-OWNER; PROPERTY MANAGEMENT; LESS THAN 1% OF TIME SPENT ON ACTIVITY. ATHENS FOOTBALL A CLUB; NON-INV REL; 12/2024; ATHENS, AL; CLUB OFFICER; FOOTBALL ALUMNI CLUB TO OFFER OPPORTUNITIES FOR ALUMNI PLAYERS TO MEET WITH INDIV; 1% OF TIME.
CRS (Client Relationship Summary) - RIA
Click below to view John Michael Huggins's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 15, 2022 - Present
CLOUD INVESTMENTS, LLC
Office #1: 200 Clinton Ave Suite 1020, Huntsville, AL 35801RIA
CRD#: 281915
Huntsville, AL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CLOUD INVESTMENTS, LLC
CLOUD INVESTMENTS, LLC
CRD#: 281915 / SEC#: 801-112434
RIA
Registered Investment Advisory firm - (2/12/2018 Approved)Alabama
Registered Investment Advisory firm - (2/13/2018 Terminated)Texas
Registered Investment Advisory firm - (2/13/2018 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Alabama(2/15/2022)
Current Firm
CI
CLOUD INVESTMENTS, LLC
CLOUD INVESTMENTS, LLC
CRD#: 281915 / SEC#: 801-112434
RIA
Registered Investment Advisory firm - (2/12/2018 Approved)Alabama
Registered Investment Advisory firm - (2/13/2018 Terminated)Texas
Registered Investment Advisory firm - (2/13/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
200 Clinton Ave Suite 1020, Huntsville, AL 35801
Mailing Address
Phone number
(256) 715-0094
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,562 |
| AUM (Assets Under Management) | $ 343,763,348 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
