FIRST PERSONAL FINANCIAL SERVICES INC

MCSHANE PARTNERS
CHARLOTTE, North Carolina·8 registered advisors·CRD# 107236
SEC# 801-442590980-585-3390
01

Firm Overview

AUM
$709M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at FIRST PERSONAL FINANCIAL SERVICES INC

8 registered advisors
Daniele Marie Donahoe
CHARLOTTE, North Carolina
Deborah Rinehart Clark
CHARLOTTE, North Carolina
Lorraine R Tomlin
CHARLOTTE, North Carolina
Mary Appleton Cosby Rinehart
CHARLOTTE, North Carolina
Michael Elliott Van Ness
CHARLOTTE, North Carolina
Rebecca Lynn Hoover
CHARLOTTE, North Carolina
Ryan Michael Vaudrin
CHARLOTTE, North Carolina
Sandra Bradley Carlson
CHARLOTTE, North Carolina
05

Office Locations

CHARLOTTE, North Carolina
8 advisors

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Data sourced from SEC Form ADV filings. FIRST PERSONAL FINANCIAL SERVICES INC (CRD# 107236) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.