Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert William Higbee is an investment advisor representative with over 25 years of experience in the financial services industry. Robert is currently registered with LPL Enterprise, LLC in California and Texas. Robert's primary focus is providing financial planning and investment advice to individuals and businesses. Robert has a strong background in investments and financial planning, with a focus on helping clients reach their financial goals. He provides consulting and other non-discretionary advisory services. Robert holds both Series 6 and Series 7 licenses as well as Series 63 and Series 65. He is registered in 16 states as a broker-dealer. Robert is committed to providing his clients with personalized advice and guidance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
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CA
11/14/2024 - Present
LPL Enterprise, LLC (WALNUT CREEK CA)
IA
Issued 01/22/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/19/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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