# FIRST PERSONAL FINANCIAL SERVICES INC

FIRST PERSONAL FINANCIAL SERVICES INC of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 107236
- Type: SEC-registered investment adviser
- SEC file number: 801-44259
- Location: 2150 PARK DR., CHARLOTTE, NC, 28204
- Phone: 980-585-3390
- Latest filing: 2024-03-18
- Regulatory AUM: $709.0M
- Discretionary AUM: $709.0M
- Clients: 11
- Accounts: 315

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| RINEHART MARY | OWNER | — |
| CLARK WILLIAM ERIC | CHIEF COMPLIANCE OFFICER; OWNER/CHIEF COMPLIANCE OFFICER | — |
| RINEHART MARY APPLETON COSBY | OWNER/CHAIRMAN; OWNER/CHIEF COMPLIANCE OFFICER; OWNER/CHIEF EXECUTIVE OFFICER (+1 more) | — |
| CARLSON SANDRA BRADLEY | CHIEF COMPLIANCE OFFICER; PRESIDENT; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| DONAHOE DANIELE MARIE | CEO AND CHIEF INVESTMENT OFFICER; PRESIDENT AND CHIEF INVESTMENT OFFICER | — |
| CLARK DEBORAH RINEHART | MINORITY OWNER/SHAREHOLDER | — |
| MAYBRY LEAH ROBERTSON | DIRECTOR OF TAX & FAMILY OFFICE SERVICES | — |
| VAN NESS MICHAEL ELLIOT | DIRECTOR OF RESEARCH & CHIEF COMPLIANCE OFFICER | — |
| Tomlin Lorraine R | WEALTH ADVISOR | — |
| Hoover Rebecca Lynn | WEALTH ADVISOR | — |
| VAUDRIN RYAN MICHAEL | WEALTH ADVISOR | — |
| VAN NESS MICHAEL ELLIOTT | DIRECTOR OF RESEARCH & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107236/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107236/similar
- Related entities: https://search.stillhousedata.com/firm/107236/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107236

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.