Raymond White (CRD# 5360420) is an Investment Advisor Representative working at Legion Partners Asset Management, LLC in Beverly Hills, CA and has over 12 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6232434
Bluepoint Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Legion Partners Asset Management | Beverly Hills, CA | Apr 2012 - Current | 12 |
| Institutional Investor Consulting Service LLC | Sacramento, CA | Jan 2006 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2011 |
- CA
-
Total Assets Under Management446MILLIONS
-
Total Number of Accounts6ACCOUNTS
-
Average Account Value$74,332,833
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CA
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