Martin Higgins, CFP®, CLU®, Paladin
Marlton, New Jersey, 08053
Member Since 2005
At Family Wealth Management, you receive comprehensive financial planning and wealth management services designed to preserve and transfer your family\'s wealth. Our mission is to simplify your financial life, protect your wealth, and give you the opportunity to enjoy life, free from the burden of financial worries.
My Location
Background Information
Years of Financial Experience
- 35
Certifications and Designations
- CFP®
- CLU®
- LUTFC
- Paladin
- AEP
Association Memberships
- (EFPC) Estate & Financial Planning Council
- (SFSP) Society of Financial Services Professionals
- (MDRT) Million Dollar Round Table
- (JBL) Jersey Business Leaders
Methods of Compensation
- Financial Planning: Asset-based fee, Fixed fee, Hourly fee
- Investment Services: Fixed fee, Hourly fee
Primary Custodian(s)
- Pershing
- Fidelity
- RBC Dain
Types of Financial Reports
- Performance Report (Monthly)
- Market Environment Report (Monthly)
- Custodial Report (Monthly)
- Newsletter (Monthly)
- Other
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly
- I review my clients' investment portfolios with them quarterly
Registration & Licensing
- CRD/IARD Number: 835036
- Securities Registrations: Series 6, Series 63, Series 65
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health, Variable Life, Annuities, Mutual Funds
Company Names
- Registered Investment Advisor: Mutual of Omaha Investor Services
- Broker/Dealer: Mutual Of Omaha Investor Services
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- California
- Delaware
- Florida
- Maine
- Maryland
- Massachusetts
- New Jersey
- New York
- North Carolina
- Ohio
- Pennsylvania
- South Carolina
- Virginia
- WDC
Disclosure(s)
- View StatementMartin Higgins is a registered representative and investment adviser representative of Mutual of Omaha Investor Services, a securities broker/dealer and registered investment adviser. Home Office: Mutual of Omaha Plaza, Omaha, NE 68175-1020. There is no contractual relationship between Family Wealth Management and Mutual of Omaha Investor Services, Inc. Martin Higgins can only do business in states in which he is registered. The information presented on this web site is intended for educational purposes only, and is not intended to replace the advice of an attorney or qualified tax professional.
- View Additional ADV
- View Statement
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Income Distribution Planning, Pension Maximization, Wealth Strategies
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies, Principal Protection Strategies
Investment Products
- Mutual Funds, Securities, Hedge Fund, Commodities, Currencies, REITs, Equity, Mortgages
Insurance Products
- Life, Fixed Annuity, Variable Annuity, Long-Term Care, Disability Income, Business
Visit Website - http://www.familywealthadvisory.com
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