Shane
Higgins

Schwab Private Client Investment Advisory, Inc

CRD#5994182
Investment Advisor
in Orlando, FL
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About this Advisor

Shane Higgins is a certified financial planner operating out of Orlando, Florida, with a total of 12 years of experience as a financial advisor. Higgins is on the advisory team at Schwab Private Client Investment Advisory, Inc. Throughout their career, they have worked at Leach Fitness Center, Charles Schwab & Co., Inc, Kendal Capital Management, Healthcare Parking Of America, Merrill Lynch, Pierce, Fenner & Smith Inc, Florida State University, Usa Today Publication and Bank Of America, N.A. Higgins has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Florida. Schwab Private Client Investment Advisory, Inc is an advisory business that has its headquarters in Orlando, Florida. The firm has offices in 10 locations and a total of 598 advisors. It manages $90 billion in total assets between its 108,791 client accounts, placing it among the largest financial advisory firms in the country by assets under management. Of its 108,791 accounts, 66% are held by high-net-worth investors who have more than $1 million in assets. The business provides a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors largely depend on the type of services. Fee types billed by Schwab Private Client Investment Advisory, Inc typically consist of other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Others

Disclosures

No

Office Location

1991 Summit Park Dr.
Orlando, FL 32810

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Schwab Private Client Investment Advisory, Inc Brokerage Details

Total Assets Under Management

$90,026,786,406

FL Average: $7,578,581,321
Total Number of Employees

598

FL Average: 43
Total Number of Accounts

108,791

FL Average: 3,727
Average Account Size

$827,521

FL Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Shane Higgins Work History

Shane has 12 years of experience.

2018 - Present (1 years)

Charles Schwab & Co., Inc

2018 - Present (1 years)

Schwab Private Client Investment Advisory, Inc

2016 - 2018 (2 years)

Td Ameritrade Inc

2014 - 2016 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - 2016 (2 years)

Bank Of America, N.A

2012 - 2012 (0 years)

Kendal Capital Management

2011 - 2014 (3 years)

Charles Schwab & Co., Inc

2011 - 2011 (0 years)

Kendal Capital Management

2011 - 2011 (0 years)

Usa Today Publication

2009 - 2011 (2 years)

Healthcare Parking Of America

2008 - 2009 (1 years)

Leach Fitness Center

2006 - 2011 (5 years)

Florida State University

Disclosures

Shane Higgins has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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