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THE PINES WEALTH MANAGEMENT, LLC
THE PINES WEALTH MANAGEMENT, LLC
SOUTHERN PINES, North Carolina
·
3 registered advisors
·
CRD# 326353
SEC# 801-129712
0
(910) 475-8312
01
Firm Overview
AUM
$338M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at THE PINES WEALTH MANAGEMENT, LLC
3 registered advisors
Colleen Kennedy O'donnell
SOUTHERN PINES, North Carolina
CRD# 4751374
Howell Evans Neville
SOUTHERN PINES, North Carolina
CRD# 2404560
Michelle Crandall Robinson
SOUTHERN PINES, North Carolina
CRD# 6434226
05
Office Locations
SOUTHERN PINES, North Carolina
3 advisors
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Data sourced from SEC Form ADV filings. THE PINES WEALTH MANAGEMENT, LLC (CRD# 326353) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.