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Robert John Higgins

Parallel Advisors, LLC

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About Robert John Higgins

Robert John Higgins is a registered Investment Advisor Representative with Parallel Advisors, LLC. Robert John Higgins has been in the financial services industry since 1983 and has experience with Parallel Advisors, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Lehman Brothers Inc., and Dean Witter Reynolds Inc. Robert John Higgins is registered in California.

Firm Information

Robert Higgins is currently registered with Parallel Advisors, LLC. Parallel Advisors, LLC is a registered investment advisor headquartered in San Francisco, California. They provide financial planning, pension consulting, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles. They have approximately $7 billion in assets under management.
Parallel Advisors, LLC

150 SPEAR STREET

SAN FRANCISCO, CA 94105

$7.08B

Assets Under Management

35

Total Clients

56

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Robert Higgins’s Registration & Firm History

CA

09/09/2009 - Present

Parallel Advisors, LLC (SAN FRANCISCO CA)

CA

12/19/1990 - 09/10/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)

NY

06/11/1984 - 12/19/1990

LEHMAN BROTHERS INC. (NEW YORK NY)

NA

07/21/1983 - 06/01/1984

DEAN WITTER REYNOLDS INC.

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Licenses & Designations

BC

Issued 07/29/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/16/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert John Higgins.
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