Highland Wealth Advisors, LLC

Highland Wealth Advisors, LLC (CRD# 154621) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
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.

NY, TX

Financial Advisors at Highland Wealth Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Ira W. Schack
CRD#: 1898933
165 Roslyn Road, Roslyn Heights, NY 11577
96
Wealthminder
score

Ira Schack (CRD# 1898933) is an Investment Advisor Representative working at Highland Wealth Advisors, LLC in Roslyn Heights, NY and has over 12 years of experience in the finance industry. Ira Schack has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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