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Kevin H
Series 63, Series 65, Series 66
Nashville, TN
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Kevin Higdon is a financial advisor at United Planners' Financial Services of America with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His work history includes roles at Roy Matlock Jr. Business Services and Business Solutions, as well as managing his own independent insurance agency. He is involved in business development and referral services outside of his advisory role. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients such as sovereign wealth funds and banks. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform utilizing multiple custodians and third-party money managers.
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