Advisor at Milestone Wealth
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Milestone Wealth
Location
Greenville, NC 27858
Credentials
Series 65
Industry experience
< 1 year
Fixed fees for financial planning services; fixed or negotiable fees for consulting services; fees range from $500 - $2,000 for estate planning platform services for clients under $2,000,000 assets.
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
Insurance products commissions from licensed agents; commission-based compensation for selling insurance products.
Account minimum: $500,000
Milestone Wealth
2025 - Present (1 year)
Edward Jones
2022 - 2025 (3 years)
Cru
2011 - 2022 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Greenville, NC
Edward Jones
CFP®, Series 63
Greenville, NC
Edward Jones
Series 66
Greenville, NC
Edward Jones
Series 66
Greenville, NC
Edward Jones
Series 66
Farmville, NC
Edward Jones
Series 63, Series 66
Farmville, NC
Edward Jones
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