George White (CRD# 3057759) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 20 years of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
Company Name | Location | Dates | Years |
---|---|---|---|
Carson Group Brokerage, LLC | Omaha, NE | Apr 2024 - Current | < 1 |
Carson Group Investing | Omaha, NE | Apr 2024 - Current | < 1 |
Cwm, LLC | Omaha, NE | Apr 2024 - Current | < 1 |
Carson Group | Omaha, NE | Apr 2024 - Current | < 1 |
Cwm, LLC | Omaha, NE | Apr 2022 - Apr 2024 | 2 |
Carson Group Brokerage, LLC | Omaha, NE | Apr 2022 - Apr 2024 | 2 |
Carson Group Investing | Omaha, NE | Apr 2022 - Apr 2024 | 2 |
Carson Group | Omaha, NE | Apr 2022 - Apr 2024 | 2 |
Fortigent, LLC | Fort Mill, SC | Oct 2014 - Mar 2022 | 7 |
Lpl Financial LLC | Fort Mill, SC | Nov 2007 - Mar 2022 | 14 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2010 |
S65 | NASAA Investment Advisors Law Examination | Mar 2004 |
- NE
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Total Assets Under Management26,774MILLIONS
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Total Number of Accounts110,327ACCOUNTS
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Average Account Value$242,682
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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, WY
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