Unclaimed Profile

Amanda Horner Poe

HIGHLAND ASSOCIATES INC·BIRMINGHAM, Alabama

SIE, Series 4, Series 7, Series 24, Series 53, Series 55, Series 63Clean recordHIGHLAND ASSOCIATES INC

2545 HIGHLAND AVENUE SOUTH, BIRMINGHAM, AL 35205CRD# 2333052Firm CRD# 104948

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Amanda Horner Poe · BIRMINGHAM, AL

Registration

CRD #2333052 · HIGHLAND ASSOCIATES INC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 53

Series 55

Series 63

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HIGHLAND ASSOCIATES INC

CRD 104948 · SEC 801-30248

AUM

$23.6B

Regulatory assets under management

Employees

61 client accounts

Services offered by HIGHLAND ASSOCIATES INC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at HIGHLAND ASSOCIATES INC →

Introduction

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Frequently Asked Questions

What services does Amanda Horner Poe offer?

Amanda Horner Poe specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BIRMINGHAM, Alabama for a consultation.

What are Amanda Horner Poe's credentials?

Amanda Horner Poe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Amanda Horner Poe located?

Amanda Horner Poe is based in BIRMINGHAM, Alabama, working with HIGHLAND ASSOCIATES INC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.

How does Amanda Horner Poe charge for services?

Amanda Horner Poe's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HIGHLAND ASSOCIATES INC?

HIGHLAND ASSOCIATES INC has approximately 19 employees and manages $23.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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