BB
BB

Benjamin David Biggs

18 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningCharitable GivingBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
110 advisors
Number of Clients
10,811 clients
Average Client Portfolio
$600K average
Assets Under Management
$6.5B

Fee Structure

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Location

2601 Network Blvd, Suite 101, Frisco, TX, 75034

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Benjamin is an officer (President) at Biggs Wealth Team, assisting clients with retirement planning, dedicating about a quarter to about half of his time. He also sells long-term care insurance as an agent, spending a few hours per week, and works as a personal financial advisor for SageSpring Wealth Partners, taking up more than half of his time.

Employment History
Current Registrations
Sagespring Wealth Partners
October 2016 - Present · 9 yrs 4 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
January 2009 - December 2016 · 7 yrs 11 mos
Raymond James Financial Services
December 2008 - January 2009 · 1 mo
Raymond James Financial Services, INC.Broker
July 2008 - December 2024 · 16 yrs 5 mos
Metlife Securities INC.Broker
June 2007 - June 2008 · 1 yr
State Registrations3 states
ALLATX
Advisor
Exams
No exam information available for this advisor.