Matthew White (CRD# 3039904) is an Investment Advisor Representative working at Avantax Advisory Services in Baytown, TX and has over 24 years of experience in the finance industry.
CRD# 5462249
Nxt:gen Financial Planning
CRD# 7438882
Worthwise Financial Partners
CRD# 4928336
Worthen Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Insurance Agency, LLC | Baytown, TX | May 2017 - Current | 6 |
| Avantax Investment Services, Inc. | Baytown, TX | Apr 1998 - Current | 26 |
| Self Employed | Baytown, TX | May 1991 - Current | 32 |
| Prairie Oaks Partners, Ltd. | Baytown, TX | Aug 1987 - Dec 2020 | 33 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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