Kevin Gerard Higdon
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
26 yearsExperience
1 stateRegistered in
$12.8BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
26 years in the industry.
- United Planners' Financial Services of America A Limited PartnerJan 2026 to now
- Roy Matlock Jr. Business ServicesJul 2024 to now
- Roy Matlock Jr Business SolutionsJan 2023 to now
- Private Lenders 6th StreetNov 2020 to now
- Deer Run ApartmentsJan 2018 to now
- United Planners' Financial ServicesMay 2012 to now
- Kevin G Higdon - Independent InsuranceDec 2000 to now
- Woodwind CondomimumsOct 2021 to Oct 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2001
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (TN).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2611708
- Firm CRD
- 20804