Highland Associates Inc.

Highland Associates Inc. (CRD# 104948) is a financial advisory firm headquartered in Birmingham, AL. They manage $17,202,886,582 in 34 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    17,203
    MILLION
  • Total Number of Accounts
    34
    ACCOUNTS
  • Average Account Value
    $505,967,252
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, FL, VA

Financial Advisors at Highland Associates Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Michael T. Lytle
CRD#: 4592565
2545 Highland Avenue, Suite 200, Birmingham, AL 35205
96
Wealthminder
score

Michael Lytle (CRD# 4592565) is an Investment Advisor Representative working at Highland Associates Inc. in Birmingham, AL and has over 15 years of experience in the finance industry.

2
Paige B. Daniel
CRD#: 2518960
2545 Highland Avenue, Suite 200, Birmingham, AL 35205
93
Wealthminder
score

Paige Daniel (CRD# 2518960) is an Investment Advisor Representative working at Highland Associates Inc. in Birmingham, AL and has over 22 years of experience in the finance industry.

3
Jack W. Echols
CRD#: 2675674
2545 Highland Avenue, Suite 200, Birmingham, AL 35205
93
Wealthminder
score

Jack Echols (CRD# 2675674) is an Investment Advisor Representative working at Highland Associates Inc. in Birmingham, AL and has over 15 years of experience in the finance industry.

4
Richard S. Graham
CRD#: 5236769
2545 Highland Avenue, Suite 200, Birmingham, AL 35205
93
Wealthminder
score

Richard Graham (CRD# 5236769) is an Investment Advisor Representative working at Highland Associates Inc. in Birmingham, AL and has over 5 years of experience in the finance industry.

5
John M. Thomas
CRD#: 5728221
2545 Highland Avenue, Suite 200, Birmingham, AL 35205
93
Wealthminder
score

John Thomas (CRD# 5728221) is an Investment Advisor Representative working at Highland Associates Inc. in Birmingham, AL and has over 4 years of experience in the finance industry.

6
Charles D. Perry
CRD#: 873961
2545 Highland Avenue, Suite 200, Birmingham, AL 35205
73
Wealthminder
score

Charles Perry (CRD# 873961) is an Investment Advisor Representative working at Highland Associates Inc. in Birmingham, AL and has over 31 years of experience in the finance industry.

7
William A. Terry
CRD#: 1017945
2545 Highland Avenue, Suite 200, Birmingham, AL 35205
73
Wealthminder
score

William Terry (CRD# 1017945) is an Investment Advisor Representative working at Highland Associates Inc. in Birmingham, AL and has over 35 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.