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KH

Kristi Higgins

CARILLON FUND DISTRIBUTORS
St. Petersburg, FL 33716
Some features on this profile are disabled
CRD#: 7309229
KH

Professional summary

Kristi Higgins, who also goes by Kristi Kay Higgins, Christina Kay Wilson, is a registered financial professional currently at CARILLON FUND DISTRIBUTORS, INC. located in St. Petersburg, Florida.

Kristi is registered as a RR (Registered Representative) and started their career in finance in 2021. Kristi has worked at 3 firms and has passed the Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Kristi Kay Higgins | Christina Kay Wilson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Kristi Higgins's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 30, 2026 - Present

CARILLON FUND DISTRIBUTORS, INC.

Office #1: 880 Carillon Parkway, St. Petersburg, FL 33716
BD
CRD#: 139749
St. Petersburg, FL
Past

January 11, 2022 - March 24, 2026

DFA SECURITIES LLC

BD
CRD#: 10292
CHARLOTTE, NC
Past

March 22, 2021 - November 29, 2021

ALLIANZ LIFE FINANCIAL SERVICES, LLC

BD
CRD#: 612
MINNEAPOLIS, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
Series 7TO
Date: 3/18/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/14/2020
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

CF
CARILLON FUND DISTRIBUTORS, INC.
CARILLON FUND DISTRIBUTORS, INC. | HERITAGE FUND DISTRIBUTORS INC. | EAGLE FUND DISTRIBUTORS, INC.

CRD#: 139749 / SEC#: , 8-67244

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
880 Carillon Parkway, St. Petersburg, FL 33716
Mailing Address
880 Carillon Parkway, St. Petersburg, FL 33716
Phone number
(727) 567-8143
Established
Florida since 05/12/2005
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
EAGLE ASSET MANAGEMENT INCPARENT COMPANY110653
EDWARDS, CHARLES MICHAELDIRECTOR5342028
GEORGIEV, TSVETELINA ELKOVACCO5130225
GERVAIS, BRYAN LCFO, PRINCIPAL FINANCIAL OFFICER / FINOP, DIRECTOR5286391
LILLIAN, JORDAN ALEXANDERCEO, PRESIDENT, DIRECTOR5444726
SOUSA, DAMIAN DANIELDIRECTOR2061882
WALZER, SUSAN LAVELLEDIRECTOR2976646

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CARILLON FUND DISTRIBUTORS, INC.

CRD#: 139749St. Petersburg, FL 33716

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