Raymond Lee Higgins

41 Years of Experience

1 DisclosureBrokerSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Higgins Capital Management, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

2 advisors

Number of Clients

11 clients

Average Client Portfolio

$700K average

Assets Under Management

$7.7M

Fee Structure

Minimum Investment:$250K

Location

2223 Avenida De La Playa Ste. 210, La Jolla, CA, 92037-3218

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History

Regulatory History (1)

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Criminal

June 2008

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Raymond is the CEO of his investment advisory business, spending about half his time on it. He is also a licensed accident/health, life-only, and variable contracts agent since 2018, dedicating minimal time to this.