Milestone Advisory Partners, LLC

Milestone Advisory Partners, LLC (CRD# 277120) is a financial advisory firm headquartered in Southern Pines, NC. They manage $192,161,622 in 523 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    192
    MILLION
  • Total Number of Accounts
    523
    ACCOUNTS
  • Average Account Value
    $367,422
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
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, NC, TX

Financial Advisors at Milestone Advisory Partners, LLC
Showing 1 - 4 of 4 top financial advisors.
1
John M. Kober
CRD#: 1058225
103 Bradford Village Court, Southern Pines, NC 28387
96
Wealthminder
score

John Kober (CRD# 1058225) is an Investment Advisor Representative working at Milestone Advisory Partners, LLC in Southern Pines, NC and has over 33 years of experience in the finance industry. John Kober 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
Mary Z. Breasseale
CRD#: 4842689
103 Bradford Village Court, Southern Pines, NC 28387
93
Wealthminder
score

Mary Breasseale (CRD# 4842689) is an Investment Advisor Representative working at Milestone Advisory Partners, LLC in Southern Pines, NC and has over 11 years of experience in the finance industry.

3
Winfred N. Hasty
CRD#: 1956832
103 Bradford Village Court, Southern Pines, NC 28387
86
Wealthminder
score

Winfred Hasty (CRD# 1956832) is an Investment Advisor Representative working at Milestone Advisory Partners, LLC in Southern Pines, NC and has over 27 years of experience in the finance industry. Winfred Hasty 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.

4
Teresa Z. White
CRD#: 2203549
103 Bradford Village Court, Southern Pines, NC 28387
81
Wealthminder
score

Teresa White (CRD# 2203549) is an Investment Advisor Representative working at Milestone Advisory Partners, LLC in Southern Pines, NC and has over 18 years of experience in the finance industry.

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