The Pines Wealth Management, LLC

The Pines Wealth Management, LLC (CRD# 326353) is a financial advisory firm headquartered in Southern Pines, NC. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
104 Bradford Village Court, Southern Pines, NC 28387
https://thepineswealth.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at The Pines Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Howell Neville, financial advisor Southern Pines NC
Howell E. Neville
CRD#: 2404560
104 Bradford Village Court, Southern Pines, NC 28387

Howell Neville (CRD# 2404560) is an Investment Advisor Representative working at The Pines Wealth Management, LLC in Southern Pines, NC and has over 30 years of experience in the finance industry.

2
Colleen O'donnell, financial advisor Southern Pines NC
Colleen K. O'donnell
CRD#: 4751374
104 Bradford Village Court, Southern Pines, NC 28387

Colleen O'donnell (CRD# 4751374) is an Investment Advisor Representative working at The Pines Wealth Management, LLC in Southern Pines, NC and has over 19 years of experience in the finance industry.

3
Michelle Robinson, financial advisor Southern Pines NC
Michelle C. Robinson
CRD#: 6434226
104 Bradford Village Court, Southern Pines, NC 28387

Michelle Robinson (CRD# 6434226) is an Investment Advisor Representative working at The Pines Wealth Management, LLC in Southern Pines, NC and has over 8 years of experience in the finance industry.

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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