Jeff Higgins

  • CFP®, CLU, ChFC, AIF®

         


    Office Phone: 210-524-1049 ext. 22
    Fax: 210-524-8154

    BUSINESS PHILOSOPHY

    I believe I have a responsibility to help my clients make informed decisions that will give them the financial independence they so desire. This I hope to achieve not only by providing information that will encourage them to better understand their personal and business assets, insurance, and investments, but in helping them stay accountable to the financial goals they have set forth for themselves.

    PROFESSIONAL ADVANCEMENT

    • Registered Representative of LPL Financial
    • FINRA Series 6, 7, 63, 65 and 24 Securities Registrations
    • Life, Accident and Health Licensed
    • BA Degree, University of Texas at Austin, 1992
    • Chartered Life Underwriter(CLU), attained 1995
    • Chartered Financial Consultant(ChFC), attained 1995
    • Certified Financial Planner(CFP®) licensed since 1998
    • Accredited Investment Fiduciary (AIF®) licensed since 2010
    • Enrolled in curriculum and working toward Master of Science in Financial Services (MSFS) degree
    Securities registrations are held through LPL Financial.

COMMUNITY INVOLVEMENT

PRODUCTS AND SERVICES