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Ian Edward Higgins

Clearview Financial Partners

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About Ian Edward Higgins

Ian Higgins is an investment advisor representative associated with Clearview Financial Partners. Ian has over 8 years of experience in the financial industry and holds both Series 63 and Series 65 licenses. Ian has been registered with the Securities and Exchange Commission as an investment advisor since 2024. Ian is a registered investment advisor in the state of Pennsylvania. Ian offers financial planning, portfolio management for individuals, and pension consulting services. Clearview Financial Partners has a total of $1,072,758,969 in assets under management.

Firm Information

Ian Higgins is currently registered with Clearview Financial Partners. Clearview Financial Partners is an investment advisor based in Radnor, Pennsylvania, with 4 licensed agents, 5 investment advisor representatives, and 5 investment advisory functions. The firm manages approximately $1,072,758,969 in assets for a variety of clients, including individuals, corporations, and charitable organizations. Clearview Financial Partners specializes in financial planning, pension consulting, and portfolio management. The firm also participates in wrap fee programs.
Clearview Financial Partners

100 MATSONFORD ROAD

RADNOR, PA 19087

$1.07B

Assets Under Management

Not reported

Total Clients

5

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Ian Higgins’s Registration & Firm History

PA

01/26/2024 - Present

Clearview Financial Partners (RADNOR PA)

PA

08/08/2014 - 02/08/2017

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

IA

Issued 12/18/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/16/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/08/2017

SIE - Securities Industry Essentials Examination

BC

Issued 08/08/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ian Edward Higgins.
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