Unclaimed Profile

John Morse Kober

MILESTONE ADVISORY PARTNERS, LLC·SOUTHERN PINES, North Carolina

SIE, Series 7, Series 31, Series 63, Series 65Clean record35 years registeredMILESTONE ADVISORY PARTNERS, LLC

103 BRADFORD VILLAGE COURT, SOUTHERN PINES, NC 28387CRD# 1058225Firm CRD# 277120

Profile Verification

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

Identity

John Morse Kober · SOUTHERN PINES, NC

Registration

CRD #1058225 · MILESTONE ADVISORY PARTNERS, LLC · 35 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MILESTONE ADVISORY PARTNERS, LLC

NEWEDGE ADVISORS

Nov 2023 – Jan 2025

Southern Pines, NC

MILESTONE ADVISORY PARTNERS, LLC

Oct 2015 – Oct 2023

SOUTHERN PINES, NC

WELLS FARGO ADVISORS, LLC

Dec 1990 – Oct 2015

PINEHURST, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · December 7, 1990

Years registered · 35

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MILESTONE ADVISORY PARTNERS, LLC

CRD 277120 · SEC 801-106642

AUM

$263M

Regulatory assets under management

Employees

622 client accounts

Services offered by MILESTONE ADVISORY PARTNERS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at MILESTONE ADVISORY PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does John Morse Kober offer?

John Morse Kober specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are John Morse Kober's credentials?

John Morse Kober is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Morse Kober located?

John Morse Kober is based in SOUTHERN PINES, North Carolina, last registered with MILESTONE ADVISORY PARTNERS, LLC.

How does John Morse Kober charge for services?

John Morse Kober's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MILESTONE ADVISORY PARTNERS, LLC?

MILESTONE ADVISORY PARTNERS, LLC has approximately 4 employees and manages $263M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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