Paige Briscoe Daniel

Employer firm

Highland Associates Inc CRD 104948

$21.0B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2006 → Present
  Highland Associates, Inc.
  Birmingham, AL
• 06/2013 → Present
  Alps Distributors, Inc.
  Denver, CO

Previous Registrations

• 2003-10-21 → 2006-08-18
  Amsouth Asset Management, Inc.
  Birmingham, AL
• 2001-06-22 → 2003-10-21
  Amsouth Investment Management Company Llc
  Birmingham, AL

Other Businesses

1. Highland Associates, Inc.; yes investment related; 2545 Highland Avenue South, Ste 200, Birmingham, AL 35205; RIA; Consultant; Start date 06/2013; 180 hours per month; 120 hours during trading 2. The Women's Fund, not investment related, 2201 5th Avenue South Apt 110 Birmingham AL 35233, corporation, Investment Committee Member, 2 hrs/mon, 2 hrs/mon during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-06-03
• S63 Uniform Securities Agent State Law Examination
  1994-10-17

Other Names

• Margaret Paige Daniel
• Margaret Paige Briscoe