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Business Profile

Wealth Management

Pinehurst Wealth, LLC
Visit Website(910) 621-7463Email Business
See Hours
Operating Hours
Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 4:00 PM

About

About This Business

We help people nearing or at retirement achieve their financial goals through investment planning, income planning, estate planning, tax planning and comprehensive financial planning.

Business Details

BBB File Opened:
10/15/2024
Business Started:
1/2/2009
Business Started Locally:
8/11/2023
Business Incorporated:
8/11/2023
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Mrs. Melanie G. Leahy CFP, Wealth Advisor

Additional Contact Information

Principal Contacts
Mrs. Melanie G. Leahy CFP, Wealth Advisor
Customer Contacts
Mrs. Melanie G. Leahy CFP, Wealth Advisor
Additional Phone Numbers
Other Phone: (910) 999-7463
Additional Email Addresses
Primary: Email this Business
Inquiry: Email this Business
Sales: Email this Business
Additional Websites
Website 1

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of 13570289 for this business, issued by North Carolina Department of Insurance. The expiration date of this license is 12/31/2024.

North Carolina Department of Insurance

PO Box 26387

Raleigh NC 27611

BBB records show a license number of CRD# 5690824 for this business, issued by U.S. Securities & Exchange Commission

U.S. Securities & Exchange Commission

100 F St NE

Washington DC 20549

  • CERTIFIED FINANCIAL PLANNER, CFP

    SERIES 66 LICENSE

    NORTH CAROLINA LIFE AND HEALTH INSURANCE LICENSE

    NORTH CAROLINA MEDICARE SUPPLEMENT LICENSE

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