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Advisors / Florida / Lakeland
11yrs

Ryan Higgins

Financial advisor at CPS Investment Advisors

Ryan Higgins is a fiduciary financial advisor in Lakeland, Florida, with 11 years in the industry. After two years at Raymond James Financial Services Advisors and two years at Wells Fargo Advisors, Ryan joined CPS Investment Advisors in 2022, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets and flat fees.

One of 211 advisors with offices in Lakeland, and one of 199 fiduciaries.

Lakeland, FL 33801Fiduciary advisor
Call the officeDirections

At a glance

Experience11 years (since 2016)
How that compares ?11 years in the industry
Office205 East Orange Street #310, Lakeland, FL 33801
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$764,650
Advisors at the firm18
States licensed ?1 state

Services through CPS Investment Advisors

Financial planningInvestment management for individuals and small businessesEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2022 – now
  2. Sep 2018 – Jul 2020
  3. 2016 – 2018

Questions to ask Ryan

Tailored to Ryan’s registration and firm.

  1. What does a financial plan with you include, and how often is it updated?
  2. Where would my money be held, and will I get statements directly from that firm?
  3. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Ryan

How do I contact Ryan?

Call CPS Investment Advisors at (863) 688-1725 and ask for Ryan Higgins. Ryan works from the Lakeland, FL office.

How long has Ryan been a financial advisor?

Ryan has been in the industry since 2016, about 11 years. 11 years in the industry.

What licenses does Ryan hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Ryan a fiduciary?

Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Ryan paid?

CPS Investment Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Ryan for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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