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Colleen Kennedy O'donnell

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Colleen Kennedy O'donnell · SOUTHERN PINES, NC
Registration
CRD #4751374 · THE PINES WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
View on FINRA BrokerCheck →

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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.
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Other Advisors at THE PINES WEALTH MANAGEMENT, LLC

Howell Evans Neville
SOUTHERN PINES, NC
Michelle Crandall Robinson
SOUTHERN PINES, NC

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Research
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