Matthew White, financial advisor Baytown TX
83 score

Matthew White

CRD Number: 3039904
Current Firm: H.d. Vest Advisory Services, Inc.

Matthew White (CRD# 3039904) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Baytown, TX and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
H.d. Vest Investment Services Baytown, TX Apr 1998 - Current 19
Self Employed Baytown, TX May 1991 - Current 26
Prairie Oaks Partners, Ltd. Baytown, TX Aug 1987 - Current 30
Tiller & Company Pc, Cpas Baytown, TX Jan 1994 - Dec 2008 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 1999
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Matthew B. White
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
83

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