PH
CFP
PH
CFP

Patrick Higgins

29 Years of Experience
Silverdale, WA
1 DisclosureBroker

Patrick Higgins is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Silverdale, WA, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

3698 NW Lowell St, Suite 200, Silverdale, WA, 98383

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History

Regulatory History (1)
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Customer Dispute
January 2003
Denied
Other Business Activities

Patrick is the sole owner and President of 360 Capital Inc., an S Corporation, dedicating about half of his time to this role. He also works as an exercise instructor at Haselwood Family YMCA, spending about 10-20% of his time there.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 6 mos
Raymond James Financial Services, INC.Broker
May 1996 - Present · 30 yrs 2 mos
Previous Registrations
Raymond James Financial Services
February 2005 - January 2009 · 3 yrs 11 mos
Fleury Financial Group, INC.
March 1999 - November 2017 · 18 yrs 8 mos
Fleury Financial Group, INC.
March 1999 - December 2005 · 6 yrs 9 mos
State Registrations16 states
AZCACOFLHIIDILINMINCNVORPATXUTWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.