Highland Investment Advisory, LLC

Highland Investment Advisory, LLC (CRD# 126217) is a financial advisory firm headquartered in Atlanta, GA. They manage $36,937,021 in 176 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    176
    ACCOUNTS
  • Average Account Value
    $209,869
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

GA

Financial Advisors at Highland Investment Advisory, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Karen H. Page
CRD#: 4649504
675 Seminole Ave, Suite 105, Atlanta, GA 30307
96
Wealthminder
score

Karen Page (CRD# 4649504) is an Investment Advisor Representative working at Highland Investment Advisory, LLC in Atlanta, GA and has over 16 years of experience in the finance industry.

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