Beverly
Whitman
Highland Investment Advisors LLC
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About this Advisor
Beverly Whitman is a financial advisor based in Ponte Vedra, Florida, working with Highland Investment Advisors LLC. Beverly has previously held positions at Beverly Whitman, Cpa, CFP®, Hd Vest Investment Services, Hd Vest Advisory Services, Hd Vest Insurance Agency, LLC, and Highland Investment Advisors, LLC. Beverly has passed the Series 63 regulatory exam and is registered to provide services in Florida. Currently, Beverly is part of Highland Investment Advisors LLC, which operates out of Ponte Vedra, Florida. The firm has 3 offices and 9 employees. The firm manages assets totaling $239.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Highland Investment Advisors LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Highland Investment Advisors LLC Brokerage Details
$239,235,868
9
1,203
$198,866
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Beverly Whitman Work History
Highland Investment Advisors, LLC
Beverly Whitman, Cpa, CFP®
Hd Vest Insurance Agency, LLC
Hd Vest Advisory Services
Hd Vest Investment Services
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
Ponte Vedra, FL
Ponte Vedra, FL
Ponte Vedra, FL
Ponte Vedra, FL
Delafield, WI
Ponte Vedra, FL
Ponte Vedra, FL
Bellingham, WA
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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.
