Dean WhiteCRD 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.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ubs Financial Services Inc.
|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|
Total Assets Under Management28,326MILLIONS
Total Number of Accounts129,758ACCOUNTS
Average Account Value$218,298
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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