Timothy
Higgins

Flagship Harbor Advisors, LLC

CRD#3262957
Investment Advisor
in Boston, MA
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About this Advisor

Timothy Higgins is a certified financial planner and chartered financial consultant whose office is in Boston, Massachusetts. Currently an investment advisor at Flagship Harbor Advisors, LLC, Higgins has 19 years of work experience as a financial advisor. Higgins maintains a Series 63 license, qualifying them as a securities agent. Higgins is registered to work with clients in Massachusetts and Texas. During their career, Higgins has held roles at Flagship Harbor Advisors, LLC, American Express Financial Advisors Inc and Lpl Financial LLC. Flagship Harbor Advisors, LLC is headquartered in Boston, Massachusetts, and operates out of 37 additional locations in the United States. As a company, Flagship Harbor Advisors, LLC manages $1 billion in assets throughout 8,439 accounts and employs more than 59 people. The firm's total assets under management places it among the biggest firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 2% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. Flagship Harbor Advisors, LLC provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

19 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

346 Commercial Street
Boston, MA 02109

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Flagship Harbor Advisors, LLC Brokerage Details

Total Assets Under Management

$1,316,875,079

MA Average: $16,012,751,954
Total Number of Employees

59

MA Average: 118
Total Number of Accounts

8,439

MA Average: 4,567
Average Account Size

$156,046

MA Average: $3,506,186

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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

Timothy Higgins Work History

Timothy has 19 years of experience.

2010 - Present (9 years)

Flagship Harbor Advisors, LLC

2010 - Present (9 years)

Lpl Financial LLC

1999 - 2010 (11 years)

American Express Financial Advisors Inc

Disclosures

Timothy 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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