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Carolyn Logan Whitener

WHITENER CAPITAL MANAGEMENT, INC·ROCKY MOUNT, North Carolina
Clean recordWHITENER CAPITAL MANAGEMENT, INC
THE POWER PLANT, SUITE 200, ROCKY MOUNT, NC 27804CRD# 5903166Firm CRD# 106865

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Carolyn Logan Whitener · ROCKY MOUNT, NC
Registration
CRD #5903166 · WHITENER CAPITAL MANAGEMENT, INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Carolyn Logan Whitener is a registered financial advisor based in ROCKY MOUNT, North Carolina, affiliated with WHITENER CAPITAL MANAGEMENT, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WHITENER CAPITAL MANAGEMENT, INC
WHITENER CAPITAL MANAGEMENT, INC
AUM
$409M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at WHITENER CAPITAL MANAGEMENT, INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5903166
Firm CRD# 106865
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Carolyn Logan Whitener offer?
Carolyn Logan Whitener specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROCKY MOUNT, North Carolina for a consultation.
What are Carolyn Logan Whitener's credentials?
Carolyn Logan Whitener is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carolyn Logan Whitener located?
Carolyn Logan Whitener is based in ROCKY MOUNT, North Carolina, working with WHITENER CAPITAL MANAGEMENT, INC. Their office serves clients in the ROCKY MOUNT metropolitan area and surrounding communities.
How does Carolyn Logan Whitener charge for services?
Carolyn Logan Whitener's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WHITENER CAPITAL MANAGEMENT, INC?
WHITENER CAPITAL MANAGEMENT, INC has approximately 10 employees and manages $409M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WHITENER CAPITAL MANAGEMENT, INC

Linda Collier Daniels
ROCKY MOUNT, NC
Walter Brodie Burwell
ROCKY MOUNT, NC
Angela Rhodes Hill
ROCKY MOUNT, NC
Richard Lee Sanford
ROCKY MOUNT, NC
Richard Robinson Allen
ROCKY MOUNT, NC

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Research
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