Financial Advisors · profile

Highland Capital Financial Consulting, LLC

Financial Advisors · San Diego, CA

We built this from public sources. If something's wrong, the firm can submit a correction.

Address
9845 Erma Rd #210a, San Diego, CA 92131, USA · View on Google Maps Google Places
Phone
(858) 547-8001 Google Places
Website
www.highlandcapitalfinancialconsulting.com Google Places
Category
Financial Advisors
Directory ratings
  • Google5.0 (1)
As listed on third-party directories · not endorsed
02
Core data

What we found

Every fact with its value and the sources behind it. Where sources disagree we show both, and anything resting on a single source is flagged.

No attribute evidence is currently established.

03
What the firm says about itself

Self-claims

What the firm states about itself — operational facts and self-promotion, kept apart.

Stated facts

First-party · firm-stated

First-party operational facts — hours, services, the firm's own descriptors.

Performance claims

Self-described · not endorsed

Self-promotion, kept with its source.

No performance claims are currently recorded.

04
Recurring across sources

Themed claims

Claims that recur across sources, clustered by theme — each with its sources and citation count.

No themed claims are currently recorded.

·
At a glance

Key facts

The firm's core identity facts, drawn from the sourced ledger below.

Main location
san diego, calinkedin.comSelf-published socialbizprofile.netAggregatedclaimspages.comIndependent editorialhighlandcapitalfinancialconsulting.comSelf-publishedfacebook.comSelf-published social
Years in practice
two decades · Over 20 yearslinkedin.comSelf-published socialhighlandcapitalfinancialconsulting.comSelf-published
Professional certifications
LUTCFlinkedin.comSelf-published socialhighlandcapitalfinancialconsulting.comSelf-published
Services
health insurance · Financial Consulting, Wealth Management, College Savings, Retirement Planning, Life Insurance, Long Term Care, Employee Benefits · Life Insurance, Annuity, Long-term Care, Health Insurance, Employee Benefits, Retirement Planning, College Funding · Risk Managementhighlandcapitalfinancialconsulting.comSelf-publishedhighlandcapitalfinancialconsulting.comSelf-publishedhighlandcapitalfinancialconsulting.comSelf-publishedhighlandcapitalfinancialconsulting.comSelf-publishedhighlandcapitalfinancialconsulting.comSelf-publishedhighlandcapitalfinancialconsulting.comSelf-published
05
Excerpts from public sources

In their words

Short excerpts from the sources behind this profile. The firm's own wording is marked.

Self-described · not endorsed The firm's own words are tinted and italicised.

The last two decades Brian E. Samuels, LUTCF has helped thousands of clients grow and…
linkedin.com Self-published social ·
Highland Capital Financial Consulting, LLC is a business entity based in San Diego, CA.
bizprofile.net Aggregated ·
Highland Capital Financial Consulting is located at 10636 Scripps Summit Ct, San Diego, CA 92131.
claimspages.com Independent editorial ·
Health Insurance Quote Request
highlandcapitalfinancialconsulting.com Self-published ·
Highland Capital Financial Consulting, LLC, San Diego, California.
facebook.com Self-published social ·
Financial Consulting, Wealth Management, College Savings, Retirement Planning, Life Insurance in San Diego, Long Term Care, Employee Benefits
highlandcapitalfinancialconsulting.com Self-published ·
06
Every source, every date

Where every fact comes from

We read 35 mentions across the web and boiled them down to 21 confirmed facts — each with its source, date, and how we checked it.

› Where every fact comes from 21 confirmed facts · 35 mentions read
Fact Value Source Source date How we checked
Accolade five star wealth manager award highlandcapitalfinancialconsulting.comSelf-published Verified
Category alternative investment management firm en.wikipedia.orgIndependent editorial Verified
Category Bookkeepers yelp.comAggregated Verified
Category Business Financing yelp.comAggregated Verified
Category Financial Services · 4 sources yelp.comAggregatedyelp.comAggregatedyelp.comAggregatedyelp.comAggregated Verified
Category Insurance · 2 sources yelp.comAggregatedyelp.comAggregated Verified
Category Investing yelp.comAggregated Verified
Category Professional Services yelp.comAggregated Verified
Founded by brian samuels highlandcapitalfinancialconsulting.comSelf-published Verified
Main location boca raton, fl yelp.comAggregated Verified
Main location ca · 3 sources yelp.comAggregatedyelp.comAggregatedmapquest.comAggregated Verified
Main location san diego, ca · 5 sources linkedin.comSelf-published socialbizprofile.netAggregatedclaimspages.comIndependent editorialhighlandcapitalfinancialconsulting.comSelf-publishedfacebook.comSelf-published social Verified
Professional certifications LUTCF · 2 sources linkedin.comSelf-published socialhighlandcapitalfinancialconsulting.comSelf-published Verified
Services Financial Consulting, Wealth Management, College Savings, Retirement Planning, Life Insurance, Long Term Care, Employee Benefits · 3 sources highlandcapitalfinancialconsulting.comSelf-publishedhighlandcapitalfinancialconsulting.comSelf-publishedhighlandcapitalfinancialconsulting.comSelf-published Verified
Services health insurance highlandcapitalfinancialconsulting.comSelf-published Verified
Services Life Insurance, Annuity, Long-term Care, Health Insurance, Employee Benefits, Retirement Planning, College Funding · 2 sources highlandcapitalfinancialconsulting.comSelf-publishedhighlandcapitalfinancialconsulting.comSelf-published Verified
Services Risk Management highlandcapitalfinancialconsulting.comSelf-published Verified
Services Social Security Planning, Estate Planning highlandcapitalfinancialconsulting.comSelf-published Verified
Services Tax Planning highlandcapitalfinancialconsulting.comSelf-published Verified
Years in practice Over 20 years highlandcapitalfinancialconsulting.comSelf-published Verified
Years in practice two decades linkedin.comSelf-published social Verified

How we checked — what each label means·Verified matched its source

07
Registrations & qualifications

Credentials

Verified credentials are checked against an external registry; self-asserted ones come from the firm's own materials.

Self-asserted

1 · from the firm's own materials · unverified

For reference, not advice. Nothing on this page is legal, tax, or financial advice. Current registration and disciplinary status are held by the linked authorities, which are authoritative where this page and they differ.

08
We publish the gaps too

What we do not know

Attributes we couldn't establish from the available sources.

  • — Fiduciary statusNothing public to confirm this Nothing public to confirm this
  • — How they're paidNothing public to confirm this Nothing public to confirm this
  • — Is RIANothing public to confirm this Nothing public to confirm this
  • — Service delivery modelNothing public to confirm this Nothing public to confirm this
09

How this page was built

Every fact was extracted from a public source, then re-checked against that source before publishing.

Sources
1
Data refreshed
Compiled
Mentions → facts
35 → 21
Self-published

Sources consulted

Profile · highland-capital-financial-consulting-llc-bc6bd745539e45cb98c77f7b2ecdf9c5 Category · Financial Advisors Published by Authoria