Matthew White (CRD# 5324827) is an Investment Advisor Representative working at Endurance Investment Strategies, Inc. in Fresno, CA and has over 16 years of experience in the finance industry.
CRD# 4407978
Commonwealth Financial Network
CRD# 4834967
Diversified Wealth Management Solutions, LLC
CRD# 5351296
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Endurance Investment Strategies, Inc. | Fresno, CA | Feb 2016 - Current | 8 |
| Endurance Investment Strategies, Inc. | Fresno, CA | Aug 2010 - Current | 13 |
| Independent Financial Group LLC | San Diego, CA | Aug 2010 - Feb 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2007 |
- CA
-
Total Assets Under Management25MILLIONS
-
Total Number of Accounts105ACCOUNTS
-
Average Account Value$238,095
- 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
- Selection of other advisers (including private fund managers)
CA
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