Robert B Higgins
Investment adviser representative at Principal Securities, Inc.
21 yearsExperience
2 statesRegistered in
$17BFirm assets
28 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 feeOther
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.
- Fulcrum Capital PartnersJul 2010 to now
- Principal Securities, Inc.Jan 2010 to now
- Principal Life Ins CoDec 2009 to now
- Web Site DevelopementMar 2007 to now
- Greenhill PartnersDec 2006 to now
- L & H Property ManagementJan 2005 to Aug 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Principal Securities, Inc.
$17BAssets managed
51,941Clients
1,464Advisers
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
- 4874513
- Firm CRD
- 1137