Mackenzie Thompson (CRD# 7818429) is an Investment Advisor Representative working at Whitener Capital Management, Inc. in Rocky Mount, NC and has 1 year of experience in the finance industry.
CRD# 1674318
Edward Jones
CRD# 2275363
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 736374
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Whitener Capital Management, Inc. | Rocky Mount, NC | Oct 2023 - Current | < 1 |
| Whitener Capital Management | Rocky Mount, NC | Mar 2023 - Sep 2023 | < 1 |
| Wildwood Home | Rocky Mount, NC | Dec 2022 - Mar 2023 | < 1 |
| New Growth Designs | Greenville, NC | May 2019 - Dec 2022 | 3 |
| On The Square | Tarboro, NC | May 2016 - Jan 2022 | 5 |
| East Carolina University | Greenville, NC | Aug 2016 - Jun 2020 | 3 |
| Greenville Country Club | Greenville, NC | May 2017 - Apr 2019 | 1 |
| Moore Law | Rocky Mount, NC | Jan 2015 - Jan 2017 | 2 |
| Rocky Mount Academy | Rocky Mount, NC | Aug 2013 - Jun 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
- NC
-
Total Assets Under Management409MILLIONS
-
Total Number of Accounts1,284ACCOUNTS
-
Average Account Value$318,715
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, GA, MD, NC, NY, RI, SC, TX, VA, WV
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