Highlander Financial Group- Financial Advisor Gaithersburg, MD

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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

General Information

Firm CRD#

6413

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, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Insurance and Annuity Licenses

Life, Annuity, Variable Annuity, Disability, Variable Life, Long Term Care

Firm Information

Firm's Number of Clients

Assets Managed by Firm

300,000,000

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Based on Assets, Flat Fee

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com 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

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Paladin Research Report For:

Highlander Financial Group