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Beverly Patrick Whitman is a financial_advisor professional located in Ponte Vedra, FL. They specialize in financial advisory. With over 5 years of experience, they bring deep expertise to every client.
Beverly Patrick Whitman - Highland Investment Advisors Llc holds an active professional license (FINRA CRD) for your protection.
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Beverly Patrick Whitman operates Highland Investment Advisors LLC, a financial advisory firm based in Ponte Vedra, Florida. With five years in business, the firm provides investment guidance and financial planning services. Beverly Patrick Whitman holds a FINRA CRD license (number 6264375), which governs securities-related advisory activities. The firm serves clients seeking professional guidance on investment strategy and financial management in the Ponte Vedra area.
A FINRA CRD (Central Registration Depository) license indicates that Beverly Patrick Whitman is registered with the Financial Industry Regulatory Authority, the self-regulatory organization that oversees investment professionals in the United States. This registration means the advisor is authorized to offer securities-related advice and investment services, subject to FINRA rules and SEC oversight. The CRD system maintains disciplinary history and professional qualifications, providing transparency about the advisor's regulatory standing and background in the financial services industry.