Rolly White (CRD# 5410427) is an Investment Advisor Representative working at The Ameriflex Group in Gilbert, AZ and has over 15 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 6741281
Charles Schwab & Company, Inc.
CRD# 5739535
Schwab Wealth Advisory, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Gilbert, AZ | Sep 2023 - Current | < 1 |
| The Ameriflex Group, Inc. | Gilbert, AZ | May 2021 - Current | 2 |
| Sagepoint Financial, Inc. | Gilbert, AZ | Oct 2019 - Current | 4 |
| Seville Financial, P.c. | Gilbert, AZ | Jul 2004 - Current | 19 |
| J.w. Cole Financial, Inc. | Tampa, FL | Jan 2014 - Oct 2019 | 5 |
| J.w. Cole Advisors, Inc. | Tampa, FL | Jan 2014 - Oct 2019 | 5 |
| Law Office Of Kristin White | Gilbert, AZ | Jul 2004 - Oct 2019 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2008 |
- AZ
-
Total Assets Under Management6,522MILLIONS
-
Total Number of Accounts16,327ACCOUNTS
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Average Account Value$399,485
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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