Mcshane Partners

Mcshane Partners (CRD# 107236) is a financial advisory firm headquartered in Charlotte, NC. They manage $595,000,000 in 340 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    595
    MILLION
  • Total Number of Accounts
    340
    ACCOUNTS
  • Average Account Value
    $1,750,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, MD, NC, NH, NY, SC, TX, VA

Financial Advisors at Mcshane Partners
Showing 1 - 8 of 8 top financial advisors.
1
Sandra B. Carlson
CRD#: 4507978
Charlotte, NC

Sandra Carlson (CRD# 4507978) is an Investment Advisor Representative working at Mcshane Partners in Charlotte, NC and has over 19 years of experience in the finance industry. Sandra Carlson 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.

2
Daniele M. Donahoe
CRD#: 2675613
Charlotte, NC

Daniele Donahoe (CRD# 2675613) is an Investment Advisor Representative working at Mcshane Partners in Charlotte, NC and has over 20 years of experience in the finance industry.

3
Lorraine R. Tomlin
CRD#: 6822779
Charlotte, NC

Lorraine Tomlin (CRD# 6822779) is an Investment Advisor Representative working at Mcshane Partners in Charlotte, NC and has over 5 years of experience in the finance industry.

4
Michael E. Van Ness
CRD#: 5578936
Charlotte, NC

Michael Van Ness (CRD# 5578936) is an Investment Advisor Representative working at Mcshane Partners in Charlotte, NC and has 1 year of experience in the finance industry.

5
Ryan M. Vaudrin
CRD#: 5993803
Charlotte, NC

Ryan Vaudrin (CRD# 5993803) is an Investment Advisor Representative working at Mcshane Partners in Charlotte, NC and has over 8 years of experience in the finance industry. Ryan Vaudrin 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.

6
Rebecca L. Hoover
CRD#: 7139682
Charlotte, NC

Rebecca Hoover (CRD# 7139682) is an Investment Advisor Representative working at Mcshane Partners in Charlotte, NC and has over 2 years of experience in the finance industry.

7
Daniel M. Hudspeth
CRD#: 7170972
Charlotte, NC

Daniel Hudspeth (CRD# 7170972) is an Investment Advisor Representative working at Mcshane Partners in Charlotte, NC and has 1 year of experience in the finance industry.

8
Corey A. Meyer
CRD#: 6823071
Charlotte, NC

Corey Meyer (CRD# 6823071) is an Investment Advisor Representative working at Mcshane Partners in Charlotte, NC and has over 4 years of experience in the finance industry.

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