Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Higgins is an investment advisor representative with Silvercrest Asset Management Group LLC. Nancy is also registered with the state of Texas. Nancy has been in the industry since 1983 and has experience working with high net worth individuals, insurance companies, investment companies, charitable organizations, pension and profit sharing plans, corporations or other businesses, state or municipal government entities, and pooled investment vehicles. Nancy is a CERTIFIED FINANCIAL PLANNER™ professional and has passed the Series 3, Series 7, Series 63 and Series 65 exams. Nancy specializes in providing financial planning, portfolio management for businesses, and portfolio management for individuals. Nancy was previously an investment advisor representative with INVESTORS CAPITAL CORP., ADAMS, HARKNESS & HILL, INC., DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION, SMITH BARNEY INC. and KIDDER, PEABODY & CO. INCORPORATED.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
04/30/2013 - Present
Silvercrest Asset Management Group LLC (BOSTON MA)
MA
04/30/2001 - 12/31/2008
INVESTORS CAPITAL CORP. (BOSTON MA)
NY
05/26/2000 - 05/14/2001
ADAMS, HARKNESS & HILL, INC. (NEW YORK NY)
NJ
06/30/1994 - 05/17/2000
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
03/01/1985 - 07/05/1994
SMITH BARNEY INC. (NEW YORK NY)
NA
08/30/1983 - 02/08/1985
KIDDER, PEABODY & CO. INCORPORATED
IA
Issued 02/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/1986
Series 3 - National Commodity Futures Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Nancy Higgins is the right advisor for you? Invested Better is here to help.
