AdvisorOS Directory
Claim Profile
CO

Colleen Kennedy O'donnell

THE PINES WEALTH MANAGEMENT, LLC·SOUTHERN PINES, North Carolina
Unclaimed Profile
104 BRADFORD VILLAGE COURT, SOUTHERN PINES, NC 28387CRD# 4751374Firm CRD# 326353
01

About

Colleen Kennedy O'donnell is a registered financial advisor based in SOUTHERN PINES, North Carolina, affiliated with THE PINES WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
THE PINES WEALTH MANAGEMENT, LLC
THE PINES WEALTH MANAGEMENT, LLC
AUM
$338M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at THE PINES WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4751374
Firm CRD# 326353
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SOUTHERN PINES?

Browse all registered financial advisors in SOUTHERN PINES, North Carolina or claim this profile if it's yours.

Browse SOUTHERN PINES AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Colleen Kennedy O'donnell offer?
Colleen Kennedy O'donnell specializes in Financial Planning, Investment Management. Contact their office in SOUTHERN PINES, North Carolina for a consultation.
What are Colleen Kennedy O'donnell's credentials?
Colleen Kennedy O'donnell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Colleen Kennedy O'donnell located?
Colleen Kennedy O'donnell is based in SOUTHERN PINES, North Carolina, working with THE PINES WEALTH MANAGEMENT, LLC. Their office serves clients in the SOUTHERN PINES metropolitan area and surrounding communities.
How does Colleen Kennedy O'donnell charge for services?
Colleen Kennedy O'donnell'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 THE PINES WEALTH MANAGEMENT, LLC?
THE PINES WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $338M 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 →
Other advisors in SOUTHERN PINES
Ross Brendel — WE EDUCATION INVESTMENT MANAGER LLCHowell Evans Neville — THE PINES WEALTH MANAGEMENT, LLCMichael Stephen White — H. S. DREHER CAPITAL MANAGEMENT, LLCDawn Daughtridge Hasty — MILESTONE ADVISORY PARTNERS, LLCMary Kay Zastrow — MILESTONE ADVISORY PARTNERS, LLC
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile