Peter Higgins (CRD# 2093074) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westwood, MA and has over 28 years of experience in the finance industry.
CRD# 1049525
Fidelity Personal And Workplace Advisors
CRD# 5466021
Fidelity Personal And Workplace Advisors
CRD# 4124104
Commonwealth Financial Network
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Brokerage Services LLC | Westwood, MA | Feb 2020 - Current | 4 |
Citizens Securities, Inc. | Quincy, MA | Sep 2019 - Jan 2020 | < 1 |
Foreside Fund Services, LLC | Boston, MA | Jan 2014 - Sep 2019 | 5 |
Cvr Portfolio Funds LLC | Boston, MA | Dec 2013 - Sep 2019 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 1996 |
S65 | NASAA Investment Advisors Law Examination | Oct 2019 |
- MA
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, 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, VT, WA, WI, WV, WY
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