Jeffrey HiggsCRD Number: 5626520
Current Firm: Consolidated Portfolio Review Corp
Jeffrey Higgs (CRD# 5626520) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Locust Valley, NY and has over 7 years of experience in the finance industry. Jeffrey Higgs 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.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
|Consolidated Portfolio Review Corp||Locust Valley, NY||Dec 2008 - Current||8|
|Sterling Monroe Securities, LLC||Locust Valley, NY||Dec 2008 - Current||8|
|Misc. Employment||Darien, CT||Sep 2008 - Nov 2008||< 1|
|Wolfeboro Camp School||Wolfeboro, NH||May 2006 - Aug 2008||2|
|Davidson College||Davidson, NC||Aug 2004 - May 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2009|
Total Assets Under Management174MILLIONS
Total Number of Accounts872ACCOUNTS
Average Account Value$199,048
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CT, FL, GA, MD, NC, NH, NJ, NY, PA, SC, SD, TX, VA
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