Be advised. This firm is no longer registered.

Milestone Advisory Partners, LLC

Milestone Advisory Partners, LLC (CRD# 277120) is a financial advisory firm headquartered in Southern Pines, NC. They manage $263,186,238 in 622 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
103 Bradford Village Court, Southern Pines, NC 28387
http://www.milestoneadvisorypartners.com
By the Numbers
  • Total Assets Under Management
    263
    MILLION
  • Total Number of Accounts
    622
    ACCOUNTS
  • Average Account Value
    $423,129
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NC, NY, VA, WA

Financial Advisors at Milestone Advisory Partners, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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