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professional profile

Joan Higgins Cleveland, ChFC, CLU, REBC

AgentRRIAR San Antonio, TX CRD 1740453 Last verified October 2026

Overview

Joan Higgins Cleveland is an insurance agent, a registered representative and an investment adviser representative based in San Antonio, TX, with 32 years in the industry.

Years in the industry
32
States licensed
38
States registered
43
Carrier appointments
20

Contact

1 business email and 3 phone numbers on file

Registrations and licenses

  • Licensed in 38 states
  • Registered in 43 states
  • Agent
  • Broker
  • Producer
  • Series 24
  • Series 6
  • Series 63
  • Series 65
  • Series 7
  • SIE

6 lines of authority, with every state and its dates

Firms

Employment history since 1994

Carriers

20 active carrier appointments

Book and practice

Firm assets under management on file

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