Course Management Investment Advisors, LLC
Course Management Investment Advisors, LLC (CRD# 306974) is a financial advisory firm headquartered in Pinehurst, NC. They manage $74,897,228 in 374 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management75MILLION
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Total Number of Accounts374ACCOUNTS
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Average Account Value$200,260
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
NC, SC, TX, VA
Albert Chen (CRD# 5996821) is an Investment Advisor Representative working at Course Management Investment Advisors, LLC in Pinehurst, NC and has over 12 years of experience in the finance industry.
Gregory Lyon (CRD# 5169907) is an Investment Advisor Representative working at Course Management Investment Advisors, LLC in Pinehurst, NC and has over 11 years of experience in the finance industry.
Michael Bucceri (CRD# 1970612) is an Investment Advisor Representative working at Course Management Investment Advisors, LLC in Pinehurst, NC and has over 34 years of experience in the finance industry.
Brian Macintosh (CRD# 4955621) is an Investment Advisor Representative working at Course Management Investment Advisors, LLC in Pinehurst, NC and has over 12 years of experience in the finance industry.