Unclaimed Profile

Howell Evans Neville

THE PINES WEALTH MANAGEMENT, LLC·SOUTHERN PINES, North Carolina

SIE, Series 7, Series 9, Series 10, Series 63, Series 65, Series 66CFPClean record26 years registeredTHE PINES WEALTH MANAGEMENT, LLC

104 BRADFORD VILLAGE COURT, SOUTHERN PINES, NC 28387CRD# 2404560Firm CRD# 326353

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Howell Evans Neville · SOUTHERN PINES, NC

Registration

CRD #2404560 · THE PINES WEALTH MANAGEMENT, LLC · 26 years registered

Brand Profile

Not yet started

Career History

THE PINES WEALTH MANAGEMENT, LLC

Mar 2024 – present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Mar 2000 – Apr 2024

PINEHURST, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 63

Series 65

Series 66

Registration record

First registered · March 21, 2000

Years registered · 26

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE PINES WEALTH MANAGEMENT, LLC

CRD 326353 · SEC 801-129712

AUM

$338M

Regulatory assets under management

Employees

643 client accounts

Services offered by THE PINES WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THE PINES WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Howell Evans Neville offer?

Howell Evans Neville specializes in Financial Planning, Investment Management. Contact their office in SOUTHERN PINES, North Carolina for a consultation.

What are Howell Evans Neville's credentials?

Howell Evans Neville holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Howell Evans Neville located?

Howell Evans Neville 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 Howell Evans Neville charge for services?

Howell Evans Neville'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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