John Higgins (CRD# 6379796) is an Investment Advisor Representative working at Personal Cfo Solutions LLC in Chester, NJ and has over 7 years of experience in the finance industry. John Higgins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Personal Cfo Solutions LLC | Chester, NJ | Feb 2021 - Current | 3 |
| Goldman Sachs & Company LLC | New York, NY | Jan 2021 - Current | 3 |
| United Capital Financial Advisers, LLC | Newport Beach, CA | Dec 2020 - Current | 3 |
| The Ayco Company, L.p./mercer Allied | Parsippany, NJ | Aug 2015 - Jan 2021 | 5 |
| Fairleigh Dickinson University | Madison, NJ | Jan 2011 - Jul 2015 | 4 |
| Pollack Financial Group | Montclair, NJ | Jan 2015 - Apr 2015 | < 1 |
| The Gibbons Group At Morgan Stanley | New York, NY | Jul 2014 - Aug 2014 | < 1 |
| Nj Riot | Madison, NJ | May 2013 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2016 |
- NJ
-
Total Assets Under Management1,166MILLIONS
-
Total Number of Accounts4,056ACCOUNTS
-
Average Account Value$287,546
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, MA, MD, MN, MT, NC, NE, NJ, NM, NV, NY, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.