Sean Gilsenan (CRD# 2426535) is an Investment Advisor Representative working at Whitener Capital Management, Inc. in Cary, NC and has over 30 years of experience in the finance industry. Sean Gilsenan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Whitener Capital Management Inc. | Rocky Mount, NC | Jan 2011 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1993 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1994 |
- 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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