Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Thomas Higgins is a financial advisor registered with Independent Financial Partners. Jeffrey has been in the financial industry since 1992 and is licensed to provide investment advice in several states. Jeffrey’s primary focus is on providing financial planning and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pension plans. Jeffrey has specialized knowledge in various areas, including retirement planning, investment management, and insurance planning. Jeffrey holds a Certified Financial Planner (CFP) designation.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
A percentage of the total value of assets under management is charged.
Percentage of assets under advisement
1
2
TX
01/13/2012 - Present
Independent Financial Partners (San Antonio TX)
TX
04/23/2007 - 05/23/2019
LPL FINANCIAL LLC (SHAVANO PARK TX)
TX
01/03/2003 - 04/26/2007
METLIFE SECURITIES INC. (SAN ANTONIO TX)
TX
01/03/2003 - 04/26/2007
METROPOLITAN LIFE INSURANCE COMPANY (SAN ANTONIO TX)
NY
08/28/1992 - 01/16/2003
AXA ADVISORS, LLC (NEW YORK NY)
NY
08/28/1992 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 12/19/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/1998
Series 24 - General Securities Principal Examination
BC
Issued 12/20/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/26/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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