David WhiteCRD Number: 3065017
Current Firm: 1st Global Advisors Inc.
David White (CRD# 3065017) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Beaumont, TX and has over 19 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
Vsr Advisory Services
Bluechip Financial Planning, Inc.
|1st Global Insurance Services, Inc.||Beaumont, TX||Jan 2004 - Current||14|
|1st Global Advisors, Inc.||Beaumont, TX||Jan 2001 - Current||17|
|1st Global Capital Corp.||Beaumont, TX||May 1998 - Current||19|
|Funchess, Mills, White & Company, Pc Dba Fmw, P.c.||Beaumont, TX||Sep 1977 - Current||40|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1998|
|S65||NASAA Investment Advisors Law Examination||Sep 2000|
Total Assets Under Management7,093MILLIONS
Total Number of Accounts21,134ACCOUNTS
Average Account Value$335,619
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV