Dean White, financial advisor Charlotte NC

Dean White

CRD Number: 5053243
Current Firm: Cetera Investment Advisers LLC

Dean White (CRD# 5053243) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Charlotte, NC and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Services LLC Saint Cloud, MN Mar 2019 - Current 2
Cetera Investment Advisers LLC Charlotte, NC Mar 2019 - Current 2
First National Bank Of Pa Charlotte, NC Sep 2018 - Current 3
Suntrust Advisory Services Atlanta, GA Sep 2016 - Aug 2018 1
Suntrust Bank Charlotte, NC May 2014 - Aug 2018 4
Suntrust Investment Services, Inc. Atlanta, GA Apr 2006 - Aug 2018 12
Suntrust Banks, Inc. Charlotte, NC Apr 2006 - May 2014 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2006
Contact Info for Dean B. White
Phone Number: 888-528-2987
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    28,326
    MILLIONS
  • Total Number of Accounts
    129,758
    ACCOUNTS
  • Average Account Value
    $218,298
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY

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