linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Lionel Benjamin Tapiero

Highline Wealth Partners

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Lionel? Claim Your Profile

About Lionel Benjamin Tapiero

Lionel Benjamin Tapiero is an Investment Advisor Representative at Highline Wealth Partners. Lionel Tapiero is registered with the state of California. Lionel Tapiero has 1 state exam. Lionel Tapiero has been in the securities industry since October 2011. Lionel Tapiero has passed the Uniform Investment Adviser Law Examination (Series 65). Lionel Tapiero has been employed by Logica Capital Advisers, LLC, Logica Diversified Capital Advisers, LLC, Logica Capital Management, LLC, and Stackin Financial, LLC. Lionel Tapiero holds a minority ownership interest in Logica Capital Management, LLC, but has no duties or responsibilities for the business since 2018. Lionel Tapiero's firm, Highline Wealth Partners, is headquartered in Sherman Oaks, California.

Firm Information

Lionel Tapiero is currently registered with Highline Wealth Partners. Highline Wealth Partners is an investment advisory firm located in Sherman Oaks, CA. With a team of 18 professionals, they provide financial planning, pension consulting, educational seminars, and portfolio management services to individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. They manage approximately $493.7 million in assets for 726 clients.
Highline Wealth Partners

15260 VENTURA BLVD., SUITE 855

SHERMAN OAKS, CA 91403

$493.67M

Assets Under Management

5

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Lionel Tapiero’s Registration & Firm History

CA

04/28/2020 - Present

Highline Wealth Partners (SHERMAN OAKS CA)

Not sure if Lionel Benjamin Tapiero is right for you?

Licenses & Designations

IA

Issued 10/23/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lionel Benjamin Tapiero.
Not sure if Lionel Benjamin Tapiero is right for you?