Highland Trust Partners LLC
www.highlandtrustpartners.comHighland 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
Read moreHighland 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
Read moreCountry
State
Georgia
City (Headquarters)
Athens
Industry
Employees
1-10
Founded
2015
Estimated Revenue
$1 to $1,000,000
Social
Employees statistics
View all employeesPotential Decision Makers
Founding Partner at Highland Trust Partners , Llc.
Email ****** @****.comPhone (***) ****-****Partner , Director of Retirement Planning
Email ****** @****.comPhone (***) ****-****Financial Advisor
Email ****** @****.comPhone (***) ****-****Partner and Wealth Advisor
Email ****** @****.comPhone (***) ****-****