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Thomas H

Series 66

Fairport, NY

OSAIC

Thomas Henderson is a financial advisor at OSAIC with eight years of industry experience. He holds a Series 66 designation and has previously worked with Higgins Henderson LLC and Airquip Heating & Air Conditioning. Henderson is also active as a financial advisor at Henderson Wealth Management, a sole proprietorship. OSAIC serves a diverse client base including retail and institutional investors with integrated brokerage, investment advisory, and financial planning services. The firm employs a range of asset-allocation tools and third-party solutions to manage portfolios across multiple investment types on both discretionary and non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Mark H

CFP®, Series 63, Series 65

Fairport, NY

OSAIC

Mark Higgins is a CFP® professional with 16 years of experience, currently affiliated with OSAIC and Revere Financial Planning, Inc. in Fairport, NY. His work history includes long-term service at both firms since 2010. Outside of his advisory roles, Higgins is involved in nonprofit activities supporting autism awareness and treatment, including serving as a board member of AutismUp and co-owning the Autism Open golf fundraiser. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to construct diversified portfolios tailored to client risk tolerance and investment preferences.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Thomas H

CFP®, Series 63

Fairport, NY

OSAIC

Thomas Higgins is a CFP® with 43 years of industry experience and has been with OSAIC since 1993. He is based in Fairport, NY. In addition to his advisory role, Higgins owns and operates an insurance business offering life, disability, group, and long-term care insurance products. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and multiple advisory platforms to construct portfolios incorporating a wide range of investment vehicles.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Kevin H

Series 63, Series 65

Fairport, NY

OSAIC

Kevin Henderson is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with OSAIC since 1997 and has a background that includes work with The Paul Revere Companies dating back to 1988. Outside of his advisory role, he is a partner in a real estate LLC that manages an office building housing his business operations. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party managers. The firm employs a range of asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Kathryn H

Series 66

Fairport, NY

OSAIC

Kathryn Higgins is a financial advisor at OSAIC with 11 years of industry experience. She holds the Series 66 designation and has worked with firms including Royal Alliance Associates, INC., Manning & Napier, and Higgins Henderson LLC. She operates a sole proprietorship, Higgins Financial Advisors, providing financial consulting services. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms, offering integrated brokerage and investment advisory services along with access to third-party money managers and diversified investment options.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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