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MILESTONE ADVISORY PARTNERS, LLC
MILESTONE ADVISORY PARTNERS, LLC
SOUTHERN PINES, North Carolina
·
5 registered advisors
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CRD# 277120
SEC# 801-106642
0
910-691-6100
01
Firm Overview
AUM
$263M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at MILESTONE ADVISORY PARTNERS, LLC
5 registered advisors
Dawn Daughtridge Hasty
SOUTHERN PINES, North Carolina
CRD# 6539512
John Morse Kober
SOUTHERN PINES, North Carolina
CRD# 1058225
Mary Kay Zastrow
SOUTHERN PINES, North Carolina
CRD# 4842689
Teresa Zahran White
SOUTHERN PINES, North Carolina
CRD# 2203549
Winfred Norman Hasty
SOUTHERN PINES, North Carolina
CRD# 1956832
05
Office Locations
SOUTHERN PINES, North Carolina
5 advisors
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Data sourced from SEC Form ADV filings. MILESTONE ADVISORY PARTNERS, LLC (CRD# 277120) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.