Milestone Wealth

Milestone Wealth (CRD# 292797) is a financial advisory firm headquartered in Greenville, NC. They manage $113,162,243 in 473 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    113
    MILLION
  • Total Number of Accounts
    473
    ACCOUNTS
  • Average Account Value
    $239,244
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
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.

IL, NC, TX

Financial Advisors at Milestone Wealth
Showing 1 - 2 of 2 top financial advisors.
1
Belinda M. Butler
CRD#: 3067338
205-d Plaza Drive, Greenville, NC 27858

Belinda Butler (CRD# 3067338) is an Investment Advisor Representative working at Milestone Wealth in Greenville, NC and has over 16 years of experience in the finance industry. Belinda Butler 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
David R. Hunt
CRD#: 1856105
205-d Plaza Drive, Greenville, NC 27858

David Hunt (CRD# 1856105) is an Investment Advisor Representative working at Milestone Wealth in Greenville, NC and has over 31 years of experience in the finance industry. David Hunt 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.

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