Michelle Perry Higgins
Investment adviser representative at California Financial Advisors
28 yearsExperience
2 statesRegistered in
$2.3BFirm assets
28 yearsFirm in business
Are you Michelle Perry Higgins? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
28 years in the industry.
- Wall Street Journal (dow Jones)Jan 2021 to now
- Book Sales- Mph & Jsh, LLC;May 2013 to now
- California Financial AdvisorsMar 1998 to now
- Maloon, Powers, Pitre & Higgins, LLC dba CfaJan 1998 to now
- Foothill Securities, Inc.Aug 2014 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
California Financial Advisors
Legal name: Maloon, Powers, Pitre, Higgins & Dennehy, LLC
$2.3BAssets managed
1,525Clients
15Advisers
28 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
- 2733419
- Firm CRD
- 110152