Beverly Patrick Whitman
Investment adviser representative at Highland Investment Advisors LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$368.3MFirm assets
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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.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Highland Investment Advisors, LLCJan 2020 to now
- Beverly Whitman, Cpa, CfpMar 2014 to now
- Hd Vest Insurance Agency, LLCDec 2018 to Feb 2020
- Hd Vest Advisory ServicesFeb 2015 to Feb 2020
- Hd Vest Investment ServicesOct 2014 to Feb 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 1 state (FL).
Highland Investment Advisors LLC
$368.3MAssets managed
605Clients
10Advisers
5 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
- 6264375
- Firm CRD
- 141694