Highland Trust Partners LLC

www.highlandtrustpartners.com

Highland Trust Partners LLC is a partnership formed by Mark Cross and Chris Caldwell, and operates as an independent investment advisory / financial planning practice. We have seven planners and three operations specialists. Our firm specializes in portfolio management, comprehensive financial planning, business succession planning, special needs planning, and corporate retirement plans. Highland Trust Partners, LLC. Securities offered through LPL Financial, Member SIPC (www.sipc.org). Investment advice offered through IFG Advisory, LLC, a registered investment advisor. IFG Advisory, LLC and Highland Trust Partners are separate entities from LPL Financial. Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.highlandtrustpartners.com The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the states listed on www.highlandtrustpartners.com

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Highland Trust Partners LLC is a partnership formed by Mark Cross and Chris Caldwell, and operates as an independent investment advisory / financial planning practice. We have seven planners and three operations specialists. Our firm specializes in portfolio management, comprehensive financial planning, business succession planning, special needs planning, and corporate retirement plans. Highland Trust Partners, LLC. Securities offered through LPL Financial, Member SIPC (www.sipc.org). Investment advice offered through IFG Advisory, LLC, a registered investment advisor. IFG Advisory, LLC and Highland Trust Partners are separate entities from LPL Financial. Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.highlandtrustpartners.com The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the states listed on www.highlandtrustpartners.com

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Country

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State

Georgia

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City (Headquarters)

Athens

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Employees

1-10

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Founded

2015

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Estimated Revenue

$1 to $1,000,000

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Potential Decision Makers

  • Founding Partner at Highland Trust Partners , Llc.

    Email ****** @****.com
    Phone (***) ****-****
  • Partner , Director of Retirement Planning

    Email ****** @****.com
    Phone (***) ****-****
  • Financial Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Partner and Wealth Advisor

    Email ****** @****.com
    Phone (***) ****-****

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