Benjamin Biggs, financial advisor Frisco TX

Benjamin Biggs

CRD Number: 5323714
Current Firm: Sagespring Wealth Partners

Benjamin Biggs (CRD# 5323714) is an Investment Advisor Representative working at Sagespring Wealth Partners in Frisco, TX and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Sagespring Wealth Partners Frisco, TX Nov 2022 - Current 1
Biggs Wealth Team Frisco, TX Dec 2021 - Current 2
Raymond James Financial Services Frisco, TX Jul 2008 - Current 16
Southwestern Investment Advisory Services Frisco, TX Mar 2017 - Nov 2022 5
Southwestern Investment Group Frisco, TX Jul 2008 - Nov 2022 14
Raymond James Financial Services Advisors, Inc. Frisco, TX Jan 2009 - Mar 2017 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2008
S65 NASAA Investment Advisors Law Examination Nov 2008
Contact Info for Benjamin D. Biggs
Phone Number: 615-861-6100
Registered State(s):
  • AL
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    5,503
    MILLIONS
  • Total Number of Accounts
    28,921
    ACCOUNTS
  • Average Account Value
    $190,272
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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