Ian Edward Higgins
Investment adviser representative at Clearview Financial Partners
12 yearsExperience
1 stateRegistered in
$1.1BFirm assets
7 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Clearview Financial PartnersJun 2022 to now
- Sei InvestmentsJan 2018 to Jun 2022
- UnemployedJan 2017 to Jan 2018
- The Vanguard Group, Inc.Jun 2014 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (PA).
Clearview Financial Partners
Legal name: Clearview Financial Partners, LLC
$1.1BAssets managed
669Clients
6Advisers
7 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
- 6350390
- Firm CRD
- 286168