Patrick Higgins, financial advisor Jacksonville FL
90 score

Patrick Higgins

CRD Number: 5622979
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Patrick Higgins (CRD# 5622979) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Jacksonville, FL Mar 2013 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville, FL Jan 2013 - Current 3
Unemployed St. Augustine, FL Jul 2012 - Dec 2012 < 1
Get Motivated Seminars Tampa, FL Jan 2012 - Jul 2012 < 1
Direct Tools St. Augustine, FL Nov 2009 - Feb 2012 2
Harbinger Sign Jacksonville, FL Jul 2011 - Jan 2012 < 1
Get Motivated Seminars Tampa, FL Jul 2009 - Jul 2011 2
Chianti Room St. Augustine, FL Dec 2009 - Feb 2010 < 1
Tbonz Restaurant Charleston, SC Apr 2009 - Jul 2009 < 1
Edward Jones St Louis, MO Dec 2008 - Apr 2009 < 1
Manero's Restaurant Palm City, FL Aug 2008 - Nov 2008 < 1
University Of Kent, Brussels Campus Brussels, Sep 2007 - Sep 2008 1
Manero's Restaurant Palm City, FL Dec 2007 - Jan 2008 < 1
Manero's Restaurant Palm City, FL May 2007 - Sep 2007 < 1
The Chianti Room Restaurant St. Augustine, FL Jan 2007 - Apr 2007 < 1
Flagler College St. Augustine, FL Sep 2003 - Apr 2007 3
Jonny Carino's St. Augustine, FL Aug 2006 - Jan 2007 < 1
Allison's On Anastasia Restaurant St. Augustine, FL Oct 2005 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2013
Contact Info for Patrick W. Higgins
Phone Number: 800-637-7455
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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