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Paige Briscoe Daniel

Investment adviser representative at Highland Associates Inc
20 yearsExperience
1 stateRegistered in
$21BFirm assets
39 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting

Experience

20 years in the industry.

  1. Alps Distributors, Inc.Jun 2013 to now
  2. Highland Associates, Inc.Aug 2006 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1994
  • Series 65 · Uniform Investment Adviser Law1998

State registrations

Registered as an investment adviser representative in 1 state (AL).

Highland Associates Inc

$21BAssets managed
65Clients
2Advisers
39 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2518960
Firm CRD
104948
Advisor's SEC record (opens in a new tab)
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