Robert
Higbee

Pruco Securities, LLC

CRD#2700266
Investment Advisor
in Walnut Creek, CA

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About this Advisor

Robert Higbee is a financial advisor based in Walnut Creek, California, working with Pruco Securities, LLC. Robert has previously held positions at Pruco Securities, LLC and Prudential Insurance Company Of America. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Robert is part of Pruco Securities, LLC, which operates out of Walnut Creek, California. The firm has 41 offices and 2,700 employees. The firm manages assets totaling $16.4 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Pruco Securities, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1990 North California - Ygnacio Center Suite 180
Walnut Creek, CA 94596

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Pruco Securities, LLC Brokerage Details

Total Assets Under Management

$16,378,802,331

CA Average: $10,121,009,343
Total Number of Employees

2,700

CA Average: 92
Total Number of Accounts

113,575

CA Average: 6,978
Average Account Size

$144,211

CA Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Robert Higbee Work History

1996 - Present (28 years)

Pruco Securities, LLC

1996 - Present (28 years)

Prudential Insurance Company Of America

Disclosures

Please visit the SEC profile of Robert Higbee to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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Benjamin White
Wilmington, DE
Jacob Taylor
Sarasota, FL
Jason Jackson
Columbus, OH
Jacob Logan
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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