Randall White, financial advisor Dallas TX
88 score

Randall White

CRD Number: 5947035
Current Firm: Morgan Stanley

Randall White (CRD# 5947035) is an Investment Advisor Representative working at Morgan Stanley in Dallas, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Dallas, TX May 2011 - Current 5
Unemployed/college Richardson, TX Aug 2010 - May 2011 < 1
Walmart Baytown, TX Jun 2010 - Aug 2010 < 1
Unemployment Baytown, TX Aug 1991 - Jun 2010 18
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Randall A. White
Phone Number: 914-225-5510
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Other
Types of Clients
Registered States

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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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