Thomas Higgins (CRD# 7410374) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Saint Louis, MO and has over 2 years of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Stifel Independent Advisors | St. Louis, MO | Mar 2023 - Current | 1 |
Goldman Sachs | Salt Lake City, UT | Jul 2022 - Feb 2023 | < 1 |
Wells Fargo Clearing Services LLC | St. Louis, MO | Oct 2021 - Jun 2022 | < 1 |
Us Tech Solutions | Jersey City, NJ | Jun 2021 - Oct 2021 | < 1 |
University Of Illinois Urbana-champaign | Champaign, IL | Aug 2017 - May 2021 | 3 |
Eguide Tech Allies | Chicago, IL | May 2020 - Jul 2020 | < 1 |
Destihl Brewery | Bloomington, IL | May 2018 - Aug 2019 | 1 |
Lexington High School | Lexington, IL | Aug 2013 - May 2017 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2021 |
S65 | NASAA Investment Advisors Law Examination | May 2023 |
- IL
- MO
-
Total Assets Under Management3,557MILLIONS
-
Total Number of Accounts9,973ACCOUNTS
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Average Account Value$356,615
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, 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, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
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