Mcshane Partners
Mcshane Partners (CRD# 107236) is a financial advisory firm headquartered in Charlotte, NC. They manage $709,000,000 in 315 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management709MILLION
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Total Number of Accounts315ACCOUNTS
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Average Account Value$2,250,794
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
FL, GA, MD, NC, NH, NY, SC, TX, VA
Sandra Carlson (CRD# 4507978) is an Investment Advisor Representative working at Mcshane Partners in Charlotte, NC and has over 22 years of experience in the finance industry.
Daniele Donahoe (CRD# 2675613) is an Investment Advisor Representative working at Mcshane Partners in Charlotte, NC and has over 23 years of experience in the finance industry.
Lorraine Tomlin (CRD# 6822779) is an Investment Advisor Representative working at Mcshane Partners in Charlotte, NC and has over 8 years of experience in the finance industry.
Michael Van Ness (CRD# 5578936) is an Investment Advisor Representative working at Mcshane Partners in Charlotte, NC and has 1 year of experience in the finance industry.
Ryan Vaudrin (CRD# 5993803) is an Investment Advisor Representative working at Mcshane Partners in Charlotte, NC and has over 10 years of experience in the finance industry.
Rebecca Hoover (CRD# 7139682) is an Investment Advisor Representative working at Mcshane Partners in Charlotte, NC and has over 5 years of experience in the finance industry.
Daniel Hudspeth (CRD# 7170972) is an Investment Advisor Representative working at Mcshane Partners in Charlotte, NC and has over 4 years of experience in the finance industry.
Corey Meyer (CRD# 6823071) is an Investment Advisor Representative working at Mcshane Partners in Charlotte, NC and has over 6 years of experience in the finance industry.