Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Gerard Higdon is a financial advisor registered with United Planners' Financial Services of America A Limited Partner. Kevin has over 25 years of experience in the financial services industry and is licensed to provide investment advice in several states. Kevin has a wide range of experience working with various clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Kevin holds multiple industry licenses and qualifications, including Series 7, Series 24, Series 63, Series 65, and Series 66. Kevin also has previous experience with SunTrust Investment Services, Inc., PFIC Securities Corporation, J.J.B. Hilliard, W.L. Lyons, Inc., Hampton Securities, Inc., Securities & Investment Planning Co., Rentz, Christian & Company, and BirchTree Financial Services, Inc. In addition to his role at United Planners' Financial Services, Kevin is also involved in other businesses, including Kevin G Higdon Independent Insurance and Woodwind Condominiums.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TN
01/01/2025 - Present
United Planners' Financial Services OF America A Limited Partner (NASHVILLE TN)
TN
05/27/2004 - 06/01/2012
SUNTRUST INVESTMENT SERVICES, INC. (NASHVILLE TN)
TN
06/05/2003 - 04/30/2004
PFIC SECURITIES CORPORATION (FRANKLIN TN)
KY
06/15/2000 - 05/09/2003
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
CA
07/28/1999 - 06/16/2000
HAMPTON SECURITIES, INC. (LOS ANGELES CA)
NA
04/08/1999 - 04/30/1999
HAMPTON SECURITIES, INC.
NJ
03/08/1996 - 04/19/1999
SECURITIES & INVESTMENT PLANNING CO. (MORRISTOWN NJ)
CA
04/01/1996 - 07/24/1996
RENTZ, CHRISTIAN & COMPANY (TORRANCE CA)
MN
08/10/1995 - 02/20/1996
BIRCHTREE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
BOTH
Issued 06/03/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/04/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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