wiseradvisor
Vetted Advisor's Table

Highlander Financial Group

Tel: 301-263-3576
7 Park Avenue
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

See Disclosures

Talk to an Advisor and GET ANSWERS »


General Information

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:   Businesses, Non-Profit Organizations, Individual Investors
Advisory Services Provided:   Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Retirement Planning

Services

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

Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Life, Variable Annuity, Long Term Care, Variable Life, Disability

Firm Information

Firm's Number of Clients:   500
Assets Managed by Firm:   300,000,000

Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Based on Assets, Flat Fee

Disclosures

WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.


LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

Compliance

Registered Representative:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

I have a clean record


Criminal Disclosures in Last 5 years:

I have a clean record


Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

Social Networks

facebook tweeter linkedin
brokercheck

Nearby Financial Advisors View All Financial Advisors In Maryland