AdvisorOS Directory
Claim Profile
TW

Teresa Zahran White

MILESTONE ADVISORY PARTNERS, LLC·SOUTHERN PINES, North Carolina
Unclaimed Profile
103 BRADFORD VILLAGE COURT, SOUTHERN PINES, NC 28387CRD# 2203549Firm CRD# 277120
01

About

Teresa Zahran White is a registered financial advisor based in SOUTHERN PINES, North Carolina, affiliated with MILESTONE ADVISORY PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
MILESTONE ADVISORY PARTNERS, LLC
MILESTONE ADVISORY PARTNERS, LLC
AUM
$263M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at MILESTONE ADVISORY PARTNERS, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2203549
Firm CRD# 277120
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 Teresa Zahran White offer?
Teresa Zahran White specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SOUTHERN PINES, North Carolina for a consultation.
What are Teresa Zahran White's credentials?
Teresa Zahran White is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Teresa Zahran White located?
Teresa Zahran White is based in SOUTHERN PINES, North Carolina, working with MILESTONE ADVISORY PARTNERS, LLC. Their office serves clients in the SOUTHERN PINES metropolitan area and surrounding communities.
How does Teresa Zahran White charge for services?
Teresa Zahran White'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.
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, LLCColleen Kennedy O'donnell — THE PINES WEALTH MANAGEMENT, LLCMichael Stephen White — H. S. DREHER CAPITAL MANAGEMENT, 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