Richard Woodrow Addis

Employer firm

Milestone Investments, Inc. CRD 47090

$277M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2003 → Present
  Milestone Investments, Inc.
  Charlotte, NC

Previous Registrations

• 2000-12-31 → 2003-10-24
  C.P. Advisory Services
  Charlotte, NC

Other Businesses

Richard W. Addis, Jr., 9409 Belmont Ln, Marvin NC 28173, independent licensed insurance agent, 5/1998 to current, offering benefits consulting, employee group benefits, life, health, disability & LTC insurance sales and service through unaffiliated insurance companies, investment related, approximately 5 -10 hours per week.

Exams

• S66 Uniform Combined State Law Examination
  2002-06-14
• S63 Uniform Securities Agent State Law Examination
  1998-11-09

Other Names

• Rick Addis