Beverly
Whitman
Highland Investment Advisors LLC
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About this Advisor
Beverly Whitman is a certified financial planner operating in Ponte Vedra, Florida, with 3 years of relevant experience. Whitman is an employee of Highland Investment Advisors LLC. Over the course of their career, Whitman has held roles at Magdalein & Stratton Retirement Investment Strategies, Stratton & Company Retirement Financial Strategies, Quiring & Associates, Retirement Tax Strategies, LLC, Beverly Whitman, Cpa, CFP®, Hd Vest Investment Services, Hd Vest Advisory Services, Hd Vest Insurance Agency, LLC and Highland Investment Advisors, LLC. Whitman holds a Series 63 license, certifying them as a securities broker, and is approved to operate in Florida and Wisconsin. Highland Investment Advisors LLC is an advisory business that has its headquarters in Ponte Vedra, FL. It has a total of eight financial advisors. It controls $173 million in total assets between its 897 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm advises three charities and foundations. Of its 897 client accounts, just 11% are associated with high-net-worth investors who have at least $1 million in investable assets. The firm has a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees typically depend on which service is offered. Fee types charged by Highland Investment Advisors LLC may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Highland Investment Advisors LLC Brokerage Details
$172,506,793
8
897
$192,315
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Beverly Whitman Work History
Beverly has been registered as a financial advisor for 3 years.*
Highland Investment Advisors, LLC
Beverly Whitman, Cpa, CFP®
Hd Vest Insurance Agency, LLC
Hd Vest Advisory Services
Hd Vest Investment Services
Magdalein & Stratton Retirement Investment Strategies
Stratton & Company Retirement Financial Strategies
Retirement Tax Strategies, LLC
Quiring & Associates
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Beverly Whitman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Highland Investment Advisors LLC
Delafield, WI
Ponte Vedra, FL
Ponte Vedra, FL
Delafield, WI
Ponte Vedra, FL
Ponte Vedra, FL
Delafield, WI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
