Timothy Patrick Higgins

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• GENERAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2009 → Present
  Northpoint Tax, Wealth & Business Advisory, Llp
  Fullerton, CA
• 07/2012 → Present
  Money Concepts Capital Corp
  Palm Beach Gardens, FL
• 05/2024 → Present
  Blue Palm Consulting
  Placentia, CA

Other Businesses

1. NorthPoint Tax, Wealth & Business Advisory, LLP , SINCE 08/2009, STAFF ACCOUNTANT, TAX PREPARATION & TAX CONSULTATION, 800 HRS. MO. 740 HRS. MO. DURING SECURITIES TRADING. 2. HCF West, LLC, 523 Normandy Ave, Placentia, CA 92870. Investment Club, Owner. Non-investment related, 1-10% time spent on activity during securities hrs. 3. Blue Palm Consulting. Non-Investment related. Start date 05/21/2024. Officer, owner or shareholder. Consulting Services. Managing company. 523 Normandy Ave, Placentia, CA 92870. non-investment related, 11-20 % time spent on activity during securities hours. Zero Total Hrs per month during securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2012-08-09

Designations

• Certified Financial Planner
• Personal Financial Specialist

Other Names

• Timothy Higgins