Whitener Capital Management, Inc.

Whitener Capital Management, Inc. (CRD# 106865) is a financial advisory firm headquartered in Rocky Mount, NC. They manage $169,061,000 in 763 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    169
    MILLION
  • Total Number of Accounts
    763
    ACCOUNTS
  • Average Account Value
    $221,574
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, NC, SC, VA

Financial Advisors at Whitener Capital Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Sean M. Gilsenan
CRD#: 2426535
105 Candlewood Road, 4, Rocky Mount, NC 27804
96
Wealthminder
score

Sean Gilsenan (CRD# 2426535) is an Investment Advisor Representative working at Whitener Capital Management, Inc. in Rocky Mount, NC and has over 22 years of experience in the finance industry. Sean Gilsenan 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
Richard L. Sanford
CRD#: 2957281
105 Candlewood Road, 4, Rocky Mount, NC 27804
93
Wealthminder
score

Richard Sanford (CRD# 2957281) is an Investment Advisor Representative working at Whitener Capital Management, Inc. in Rocky Mount, NC and has over 19 years of experience in the finance industry.

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