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Casey Craig, AIF®
Highlander Financial Group

Tel: 301-519-8016
7 Park Ave.
Gaithersburg, MD 20877
Highlander Financial Group | Financial Advisor in Gaithersburg ,MD

Your Future Is Our Focus


About Highlander Financial Group

Our mission is to help our clients work toward financial independence through planning. We want to spend time with our clients to determine their goals and objectives, time horizon, risk tolerance and help them make suitable financial decisions for their future. Our mission is to build a long-term relationship with you as your trusted advisor. We aim to accomplish this through education, training, integrity, and outstanding client service.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC

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General Information

Firm Start Year:   2011
Name of Broker/Dealer:   LPL Financial LLC
States Licensed in:   CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, MI, NC, NH, NJ, NM, OH, PA, SC, VA, WV
Work with the following types of clients:   Investment Clubs, Individual Investors, Businesses, Non-Profit Organizations
Advisory Services Provided:   Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Risk Management

Services

Investment Types:   Bonds, Options & Futures, Alternative Investments, Exchange Traded Funds (ETFs), Mutual Funds, Commodities, Insurance, Annuities, Stocks, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Your Office, Video Conference, Our Office

Qualifications & Memberships

Insurance and Annuity Licenses:   Disability, Property, Casualty, Accident, Annuity, Variable Life, Life, HMO, Variable Annuity, Long Term Care, Health

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Commissions, Based on Assets
Fee % Based on Assets:   1.25%
Additional Details on Charges:   1.25% on first $1 mm 0.75% on second $1mm

Education

Bachelor of Science - Business Administration  Central Michigan University - Mt. Pleasant, MI
01/1999-7/2001

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Compliance

Registered Representative:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

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