Unclaimed Profile

William Higgins

VESTORY, LLC·BELLEVUE, Washington

Series 65Clean record13 years registeredVESTORY, LLC

2821 NORTHUP WAY, BELLEVUE, WA 98004CRD# 6158964Firm CRD# 151858

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Higgins · BELLEVUE, WA

Registration

CRD #6158964 · VESTORY, LLC · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VESTORY, LLC

VESTORY, LLC

Oct 2015 – Jul 2019

Woodinville, WA

VESTORY, LLC

Jan 2013 – Aug 2015

WOODINVILLE, WA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 28, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VESTORY, LLC

CRD 151858 · SEC 801-96174

AUM

$456M

Regulatory assets under management

Employees

2,196 client accounts

Services offered by VESTORY, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at VESTORY, LLC →

Introduction

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Frequently Asked Questions

What services does William Higgins offer?

William Higgins specializes in Financial Planning, Investment Management.

What are William Higgins's credentials?

William Higgins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Higgins located?

William Higgins is based in BELLEVUE, Washington, last registered with VESTORY, LLC.

How does William Higgins charge for services?

William Higgins's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VESTORY, LLC?

VESTORY, LLC has approximately 15 employees and manages $456M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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