SEC and FINRA Registered
- -Estate Planning
- -Comprehensive Financial Planning
- -Retirement Planning
- -College Planning
- -Charitable Planning
- -Other Financial Planning
- -Individuals and/or Small Businesses
Funds Used With Clients
Firm Client types
|Hightower Advisors, LLC||6 years, 11 months||Mar 2012 - Present|
|Hightower Securities, LLC||6 years, 11 months||Mar 2012 - Present|
|Bank of America, Na||2 years, 2 months||Jan 2010 - Mar 2012|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||7 years, 11 months||Apr 2004 - Mar 2012|
Designations & Memberships
Accredited Investment FiduciaryDesignationThe Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices.
Certified Financial PlannerDesignationA standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
Chartered Alternative Investment AnalystDesignationThe CAIA designation demonstrates mastery of alternative investment concepts, tools, and practices, and promotes adherence to the highest standards of professional conduct.
Chartered Financial AnalystDesignationWidely considered the gold standard for investment professionals, this six decade old charter is only given to designees who can demonstrate competence, integrity, and dedication to the field of investment management.
Articles and Answers
Licenses & Conducts
Hightower Advisors, LLC
$30.2BTotal Assets Under Management
N/ATotal Assets Under Advisement
$397.7KEstimated Average Account Balance
Types of Compensation Arrangements
- Percentage Of Assets
- Hourly Charges
- Fixed Fees