Beverly Patrick Whitman

Employer firm

Highland Investment Advisors LLC CRD 141694

$368M regulatory AUM 65 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 03/2014 → Present
  Beverly Whitman, Cpa, Cfp
  Ponte Vedra, FL
• 10/2014 → 02/2020
  Hd Vest Investment Services
  Ponte Vedra, FL
• 02/2015 → 02/2020
  Hd Vest Advisory Services
  Ponte Vedra, FL
• 12/2018 → 02/2020
  Hd Vest Insurance Agency, Llc
  Irving, TX
• 01/2020 → Present
  Highland Investment Advisors, Llc
  Mequon, WI

Previous Registrations

• 2015-04-24 → 2020-02-05
  Avantax Advisory Services
  Ponte Vedra, FL
• 2013-10-31 → 2014-03-04
  Magdalein & Stratton Retirement Investment Strategies, Llc
  Jacksonville, FL

Other Businesses

Beverly Whitman, CPA, CFP 466 Town Plaza Avenue, Suite 330 Ponte Vedra, FL 32081 Income Tax Preparation and planning - Sole Proprietor 3/1/2014 160hrs per month. Whitman Jr. Properties LLC 403 Captiva Drive Ponte Vedra, FL 32081 Rental Property Owner - 9/1/2019. Rents office space to my CPA practice.

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-06-23

Designations

• Certified Financial Planner

Other Names

• Beverly Lynn Patrick
• Beverly Patrick Rushing