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Mackenzie Shaye Thompson stussie

Whitener Capital Management, Inc.

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About Mackenzie Shaye Thompson stussie

Mackenzie Shaye Thompson stussie is an investment advisor representative at Whitener Capital Management, Inc. Mackenzie has been in the industry since 2023 and is registered with the state of North Carolina. Mackenzie holds a Series 65 license and has specialized in financial planning, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Mackenzie Thompson stussie is currently registered with Whitener Capital Management, Inc.. Whitener Capital Management, Inc. is an investment advisor based in Rocky Mount, NC, with over $409 million in assets under management. The firm primarily serves individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, corporations, and charitable organizations. Whitener Capital Management provides financial planning and portfolio management services for individuals and businesses.
Whitener Capital Management, Inc.

3993 SUNSET AVENUE

ROCKY MOUNT, NC 27804

$409.23M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mackenzie Thompson stussie’s Registration & Firm History

NC

10/17/2023 - Present

Whitener Capital Management, Inc. (ROCKY MOUNT NC)

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Licenses & Designations

IA

Issued 09/29/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mackenzie Shaye Thompson stussie.
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