Unclaimed Profile

William Alexander Terry

HIGHLAND ASSOCIATES INC·BIRMINGHAM, Alabama

SIE, Series 5, Series 7, Series 24, Series 28, Series 63, Series 6528 years registeredHIGHLAND ASSOCIATES INC

2545 HIGHLAND AVENUE SOUTH, BIRMINGHAM, AL 35205CRD# 1017945Firm CRD# 104948

Profile Verification

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

Identity

William Alexander Terry · BIRMINGHAM, AL

Registration

CRD #1017945 · HIGHLAND ASSOCIATES INC · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HIGHLAND ASSOCIATES INC

HIGHLAND ASSOCIATES INC

May 1998 – Aug 2019

BIRMINGHAM, AL

Registrations & Exams

FINRA examinations passed

SIE

Series 5

Series 7

Series 24

Series 28

Series 63

Series 65

Registration record

First registered · May 18, 1998

Years registered · 28

Disclosure History

1993Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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

Speak with William

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if William is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BIRMINGHAM?

Browse all registered financial advisors in BIRMINGHAM, Alabama or claim this profile if it's yours.

Browse BIRMINGHAM Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does William Alexander Terry offer?

William Alexander Terry specializes in Investment Management, Retirement Planning, Wealth Management.

What are William Alexander Terry's credentials?

William Alexander Terry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Alexander Terry located?

William Alexander Terry is based in BIRMINGHAM, Alabama, last registered with HIGHLAND ASSOCIATES INC.

How does William Alexander Terry charge for services?

William Alexander Terry'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →