Patrick James Higgins
Investment adviser representative at Raymond James Financial Services Advisors, Inc
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$390BFirm assets
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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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- Haselwood Family YmcaNov 2013 to now
- Raymond James Financial Services Advisors, IncJan 2009 to now
- Raymond James Financial Services, Inc.Mar 1996 to now
- Fleury Financial LLCApr 2016 to Aug 2017
- Fleury Financial Group Inc.Jun 2014 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (WA).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 2732830
- Firm CRD
- 149018