Highlands Wealth Advisors, LLC

Highlands Wealth Advisors, LLC (CRD# 156428) is a financial advisory firm headquartered in San Diego, CA. They manage $29,289,776 in 73 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
9920 Pacific Heights Blvd, Suite 150, San Diego, CA 92121
https://www.linkedin.com/public-profile/in/peter-gordon-2a700736?challengeid=aqfgo0s0xewhygaaaxdk4ctjhi1pndqt4c7huvimrtkr5ftgls9
By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    73
    ACCOUNTS
  • Average Account Value
    $401,230
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Highlands Wealth Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Peter Gordon, financial advisor San Diego CA
Peter R. Gordon
CRD#: 5610258
9920 Pacific Heights Blvd, Suite 150, San Diego, CA 92121

Peter Gordon (CRD# 5610258) is an Investment Advisor Representative working at Highlands Wealth Advisors, LLC in San Diego, CA and has over 15 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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