Kevin Higdon
CRD Number: 2611708Current Firm: United Planners' Financial Services Of America A Limited Partner
Kevin Higdon (CRD# 2611708) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Nashville, TN and has over 29 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Roy Matlock Jr Business Solutions | Nashville, TN | Jan 2023 - Current | 1 |
| Private Lenders 6th Street | Torrence, CA | Nov 2020 - Current | 3 |
| Deer Run Apartments | Grandview, MO | Jan 2018 - Current | 6 |
| United Planners' Financial Services | Scottsdale, AZ | May 2012 - Current | 12 |
| Kevin G Higdon - Independent Insurance | Nashville, TN | Dec 2000 - Current | 23 |
| Woodwind Condomimums | Torrance, CA | Oct 2021 - Oct 2021 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1995 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2005 |
- TN
-
Total Assets Under Management9,326MILLIONS
-
Total Number of Accounts43,221ACCOUNTS
-
Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.