Katie White, financial advisor Charlotte NC
96 score

Katie White

CRD Number: 3114760
Current Firm: Bb&t Investment Services, Inc.

Katie White (CRD# 3114760) is an Investment Advisor Representative working at Bb&t Investment Services, Inc. in Charlotte, NC and has over 14 years of experience in the finance industry. Katie White has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Bb&t Investment Services, Inc. Tampa, FL Mar 2015 - Current 1
Bb&t Bank Tampa, FL Mar 2015 - Current 1
Jhs Capital Advisors,llc Tampa, FL Jun 2012 - Mar 2015 2
Wells Fargo Advisors LLC Tampa, FL May 2009 - Jun 2012 3
Wachovia Securities, LLC Tampa, FL Oct 2006 - May 2009 2
Raymond James & Assoc., Inc. Tampa, FL May 1998 - Oct 2006 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2002
Contact Info for Katie M. White
Phone Number: 704-954-1364
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    743
    MILLIONS
  • Total Number of Accounts
    3,725
    ACCOUNTS
  • Average Account Value
    $199,416
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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