Philip White, financial advisor Durham NC

Philip White

CRD Number: 7394302
Current Firm: Fidelity Personal And Workplace Advisors

Philip White (CRD# 7394302) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Durham, NC and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Durham, NC Jun 2021 - Current 1
Suntrust Now Truist Bank Durham, NC Dec 2017 - May 2021 3
Unemployed Durham, NC Aug 2017 - Nov 2017 < 1
Homeside Financial Durham, NC Jan 2017 - Aug 2017 < 1
Pnc Arena Raleigh, NC Sep 2016 - Dec 2016 < 1
Unemployed Durham, NC May 2016 - Sep 2016 < 1
Care Giver For Terminally Ill Father Durham, NC Oct 2015 - Apr 2016 < 1
The News & Observer Publishing Company Raleigh, NC May 1998 - Sep 2015 17
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2021
Contact Info for Philip J. White
Phone Number: 617-563-7000
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    652,548
    MILLIONS
  • Total Number of Accounts
    1,712,247
    ACCOUNTS
  • Average Account Value
    $381,106
Compensation Options
  • A percentage of assets under your management
  • 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
  • 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, VT, WA, WI, WV, WY

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