Unclaimed Profile

Teresa Zahran White

MILESTONE ADVISORY PARTNERS, LLC·SOUTHERN PINES, North Carolina

Clean recordMILESTONE ADVISORY PARTNERS, LLC

103 BRADFORD VILLAGE COURT, SOUTHERN PINES, NC 28387CRD# 2203549Firm CRD# 277120

Profile Verification

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

Identity

Teresa Zahran White · SOUTHERN PINES, NC

Registration

CRD #2203549 · MILESTONE ADVISORY PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

MILESTONE ADVISORY PARTNERS, LLC

AUM

$263M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MILESTONE ADVISORY PARTNERS, LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2203549

Firm CRD# 277120

View on FINRA BrokerCheck →

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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.

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