Douglas WhiteCRD Number: 1418646
Current Firm: Woodbury Financial Services, Inc.
Douglas White (CRD# 1418646) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Emporia, KS and has over 31 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Eagle Strategies LLC
Lpl Financial LLC
|Fortis Investors, Inc.||Emporia, KS||Sep 1985 - Current||31|
|Anderson Ins. Agency Inc.||Emporia, KS||May 1975 - Current||42|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1985|
|S65||NASAA Investment Advisors Law Examination||Sep 2008|
Total Assets Under Management2,697MILLIONS
Total Number of Accounts14,956ACCOUNTS
Average Account Value$180,319
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV