PD
PD

Paige Briscoe Daniel

26 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
73 clients
Average Client Portfolio
$275.9M average
Assets Under Management
$20.1B

Fee Structure

Financial Planning:Investment management only
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Location

2545 Highland Avenue South, Suite 200, Birmingham, AL, 35205

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Paige works as a consultant for Highland Associates, Inc., a registered investment advisor, dedicating nearly full-time hours to this role. She also serves as an Investment Committee Member for The Women's Fund, spending minimal time on this activity.

Employment History
Current Registrations
Highland Associates INC
September 2007 - Present · 18 yrs 5 mos
Previous Registrations
Alps Distributors, INC.Broker
November 2011 - July 2023 · 11 yrs 8 mos
Highland Information Services, INC.Broker
September 2007 - March 2010 · 2 yrs 6 mos
Amsouth Investment Services, INC.Broker
April 2004 - August 2006 · 2 yrs 4 mos
Amsouth Asset Management, INC.
October 2003 - August 2006 · 2 yrs 10 mos
Amsouth Investment Management Company LLC
June 2001 - October 2003 · 2 yrs 4 mos
Amsouth Investment Services, INC.Broker
May 2001 - March 2004 · 2 yrs 10 mos
Cibc Oppenheimer CORP.Broker
January 1998 - May 1999 · 1 yr 4 mos
Quick & Reilly, INC.Broker
October 1994 - August 1996 · 1 yr 10 mos
State Registrations1 state
AL
Advisor
Exams
No exam information available for this advisor.