Milestone Wealth

Milestone Wealth (CRD# 292797) is a financial advisory firm headquartered in Greenville, NC. They manage $162,849,875 in 705 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    163
    MILLION
  • Total Number of Accounts
    705
    ACCOUNTS
  • Average Account Value
    $230,993
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, NC, TX

Financial Advisors at Milestone Wealth
Showing 1 - 2 of 2 top financial advisors.
1
David R. Hunt
CRD#: 1856105
500 Red Banks Road, Suite D, Greenville, NC 27858

David Hunt (CRD# 1856105) is an Investment Advisor Representative working at Milestone Wealth in Greenville, NC and has over 35 years of experience in the finance industry.

2
Robert B. Hough
CRD#: 7735413
500 Red Banks Road, Suite D, Greenville, NC 27858

Robert Hough (CRD# 7735413) is an Investment Advisor Representative working at Milestone Wealth in Greenville, NC and has 1 year of experience in the finance industry.

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