Highland Investment Advisors LLC

Highland Investment Advisors LLC (CRD# 141694) is a financial advisory firm headquartered in Ponte Vedra, FL. They manage $239,235,868 in 1,203 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
466 Town Plaza Ave, Ste 330, Ponte Vedra, FL 32081
http://www.highlandinvestmentadvisors.com
By the Numbers
  • Total Assets Under Management
    239
    MILLION
  • Total Number of Accounts
    1,203
    ACCOUNTS
  • Average Account Value
    $198,866
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IL, MN, NC, ND, OK, OR, VA, WA, WI

Financial Advisors at Highland Investment Advisors LLC
Showing 1 - 7 of 7 top financial advisors.
1
Robert Dignan, financial advisor Delafield WI
Robert T. Dignan
CRD#: 2940253
3960 Hillside Drive, Suite 330, Delafield, WI 53018

Robert Dignan (CRD# 2940253) is an Investment Advisor Representative working at Highland Investment Advisors LLC in Delafield, WI and has over 19 years of experience in the finance industry.

2
Adam Drake, financial advisor Ponte Vedra FL
Adam S. Drake
CRD#: 3234115
466 Town Plaza Ave, Ste 330, Ponte Vedra, FL 32081

Adam Drake (CRD# 3234115) is an Investment Advisor Representative working at Highland Investment Advisors LLC in Ponte Vedra, FL and has over 23 years of experience in the finance industry.

3
Kenneth Karr, financial advisor Bellingham WA
Kenneth E. Karr
CRD#: 2720108
Bellingham, WA

Kenneth Karr (CRD# 2720108) is an Investment Advisor Representative working at Highland Investment Advisors LLC in Bellingham, WA and has over 28 years of experience in the finance industry.

4
William Morrison, financial advisor Ponte Vedra FL
William D. Morrison
CRD#: 6192032
466 Town Plaza Ave, Ste 330, Ponte Vedra, FL 32081

William Morrison (CRD# 6192032) is an Investment Advisor Representative working at Highland Investment Advisors LLC in Ponte Vedra, FL and has over 11 years of experience in the finance industry.

5
Adam Stoeckler, financial advisor Ponte Vedra FL
Adam R. Stoeckler
CRD#: 5841666
466 Town Plaza Ave, Ste 330, Ponte Vedra, FL 32081

Adam Stoeckler (CRD# 5841666) is an Investment Advisor Representative working at Highland Investment Advisors LLC in Ponte Vedra, FL and has over 13 years of experience in the finance industry.

6
Russell Stoeckler, financial advisor Ponte Vedra FL
Russell D. Stoeckler
CRD#: 2478564
466 Town Plaza Ave, Ste 330, Ponte Vedra, FL 32081

Russell Stoeckler (CRD# 2478564) is an Investment Advisor Representative working at Highland Investment Advisors LLC in Ponte Vedra, FL and has over 29 years of experience in the finance industry.

7
Beverly Whitman, financial advisor Ponte Vedra FL
Beverly P. Whitman
CRD#: 6264375
466 Town Plaza Ave, Ste 330, Ponte Vedra, FL 32081

Beverly Whitman (CRD# 6264375) is an Investment Advisor Representative working at Highland Investment Advisors LLC in Ponte Vedra, FL and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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