Natasha Boris Titova
Investment adviser representative at Highpoint Planning Partners
7 yearsExperience
2 statesRegistered in
$4.8BFirm assets
4 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
7 years in the industry.
- Highpoint Planning PartnersNov 2021 to now
- Highpoint Advisor GroupMar 2021 to now
- LPL Financial LLCDec 2020 to now
- Level Four Advisory Services, LLCJan 2021 to Mar 2021
- LPL Financial, LLCJan 2017 to Oct 2020
- J.P. Morgan Securities LLCSep 2014 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2001
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (CA, IL).
Highpoint Planning Partners
Legal name: Highpoint Advisor Group, LLC
$4.8BAssets managed
9,258Clients
114Advisers
4 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
- 4079963
- Firm CRD
- 316636