Milestone Wealth (CRD# 292797) is a financial advisory firm headquartered in Greenville, NC. They manage $91,931,000 in 546 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management92MILLION
Total Number of Accounts546ACCOUNTS
Average Account Value$168,372
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
IL, NC, TX
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.
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.