Edward White, financial advisor Boerne TX
93 score

Edward White

CRD Number: 5298836
Current Firm: Advisors Asset Management, Inc.

Edward White (CRD# 5298836) is an Investment Advisor Representative working at Advisors Asset Management, Inc. in Boerne, TX and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Advisors Asset Management, Inc. Boerne, TX Jun 2007 - Current 9
Fixed Income Securities, LP Boerne, TX Feb 2007 - May 2007 < 1
Athletic Warehouse Lewisville, TX Oct 1999 - May 2007 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2007
Contact Info for Edward A. White
Phone Number: 719-488-9956
Firm Website: http://www.aamlive.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    810
    MILLIONS
  • Total Number of Accounts
    821
    ACCOUNTS
  • Average Account Value
    $986,394
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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