Lorraine
Tomlin
Mcshane Partners
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About this Advisor
Lorraine Tomlin is a financial advisor based in Charlotte, North Carolina, working with Mcshane Partners. Lorraine has previously held positions at Rinehart Wealth & Investment Advisory and Waverly Advisors, LLC. Lorraine has passed the Series 65 regulatory exam and is registered to provide services in North Carolina. Currently, Lorraine is part of Mcshane Partners, which operates out of Charlotte, North Carolina. The firm has 11 employees and manages assets totaling $709.0 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Mcshane Partners includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mcshane Partners Brokerage Details
$709,000,000
11
315
$2,250,794
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Lorraine Tomlin Work History
Waverly Advisors, LLC
Rinehart Wealth & Investment Advisory
Disclosures
Please visit the SEC profile of Lorraine Tomlin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mcshane Partners
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
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