Tamara Higgins
Tamara Higgins is a registered investment advisor at Regal Investment Advisors LLC, based in West Chester, PA, with 26 years of industry experience. Tamara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7,859 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LionShare charges an investment management fee that typically ranges from 0.30% to 1.00% per year, depending on the value of your account and the strategies used by your financial advisor. This fee is deducted directly from your account quarterly, in advance. The total advisory fee you pay includes LionShare's fee plus the fees charged by your financial advisor. Fees and payment arrangements are negotiable and vary on a case-by-case basis when LionShare is used by a primary financial advisor.
Location
1217 West Chester Pike, Suite A, West Chester, PA, 19382
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Tamara is an insurance agent at Titanium Wealth Advisors, LLC, dedicating nearly full-time hours to sales and marketing of life insurance and fixed products. She also holds workshops and meetings related to insurance and investments through TruAdvisor Network, taking about a quarter of her time, and spends minimal time selling Legacy Lock software for estate planning purposes.
Employment History
Current Registrations
Regulus Financial Group, LLCBroker
Regal Investment Advisors LLC
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
Fsc Securities Corporation
Fsc Securities CorporationBroker
Summitalliance Advisors, L.L.C.
Summitalliance Securities, L.L.C.Broker
Allegiant Securities L.L.C.Broker
Much Wealth Management, INC.
MML Investors Services, INC.
MML Investors Services, INC.Broker
Money Concepts Capital CORPBroker
Money Concepts Capital CORP
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
1717 Capital Management CompanyBroker
Ing Funds Distributor, INC.Broker
Directed Services, INC.Broker
State Registrations7 states
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.