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Paige B. Daniel

HIGHLAND ASSOCIATES
Birmingham, AL 35205
Some features on this profile are disabled
CRD#: 2518960
PD

Professional summary

Paige Briscoe Daniel, who also goes by Margaret Paige Briscoe, Margaret Paige Daniel B, is a registered financial advisor currently at HIGHLAND ASSOCIATES INC located in Birmingham, Alabama.

Paige is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Paige has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Margaret Paige Briscoe | Margaret Paige Daniel B

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paige Briscoe Daniel's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 19, 2007 - Present

HIGHLAND ASSOCIATES INC

Office #1: 2545 Highland Avenue South Suite 200, Birmingham, AL 35205
RIA
CRD#: 104948
Birmingham, AL
Past

November 22, 2011 - July 10, 2023

ALPS DISTRIBUTORS, INC.

BD
CRD#: 16853
BIRMINGHAM, AL
Past

September 19, 2007 - March 29, 2010

HIGHLAND INFORMATION SERVICES, INC.

BD
CRD#: 25873
BIRMINGHAM, AL
Past

April 6, 2004 - August 25, 2006

AMSOUTH INVESTMENT SERVICES, INC.

BD
CRD#: 15692
BIRMINGHAM, AL
Past

October 21, 2003 - August 18, 2006

AMSOUTH ASSET MANAGEMENT, INC.

RIA
CRD#: 111554
BIRMINGHAM, AL
Past

June 22, 2001 - October 21, 2003

AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC

RIA
CRD#: 111757
BIRMINGHAM, AL
Past

May 7, 2001 - March 9, 2004

AMSOUTH INVESTMENT SERVICES, INC.

BD
CRD#: 15692
BIRMINGHAM, AL
Past

January 27, 1998 - May 7, 1999

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

October 10, 1994 - August 23, 1996

QUICK & REILLY, INC.

BD
CRD#: 11217
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HA
HIGHLAND ASSOCIATES INC
ALABAMA HIGHLAND ASSOCIATES, INC. | HIGHLAND ASSOCIATES INC OF TUCSON | HIGHLAND ASSOCIATES INC

CRD#: 104948 / SEC#: 801-30248

RIA
Registered Investment Advisory firm - (8/21/1987 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Alabama
(9/19/2007)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/3/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/17/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/28/1994
General Securities Representative Examination

Current Firm

HA
HIGHLAND ASSOCIATES INC
ALABAMA HIGHLAND ASSOCIATES, INC. | HIGHLAND ASSOCIATES INC OF TUCSON | HIGHLAND ASSOCIATES INC

CRD#: 104948 / SEC#: 801-30248

RIA
Registered Investment Advisory firm - (8/21/1987 Approved)
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Contact information

Main Address
2545 Highland Avenue South Suite 200, Birmingham, AL 35205
Mailing Address
Phone number
(205) 933-8664
Established
Firm type
Fiscal year end
# of Employees
20

SEC notice filing (18 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

HIGHLAND ASSOCIATES, INC. FORM ADV BROCHURE 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts69
AUM (Assets Under Management)$ 20,137,309,817

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
04/25/2025
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

HIGHLAND ASSOCIATES INC

CRD#: 104948Birmingham, AL 35205

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