Samuel WhiteCRD Number: 4562032
Current Firm: Foresters Equity Services, Inc.
Samuel White (CRD# 4562032) is an Investment Advisor Representative working at Foresters Equity Services, Inc. in Greensburg, PA and has over 15 years of experience in the finance industry.
C.b. Bond Financial Planning, Inc.
Staley Capital Advisers Inc.
Xpyria Investment Advisors, Inc.
|Foresters Equity Services, Inc.||Greenburg, PA||Nov 2011 - Current||6|
|Sam White Cpa||Greensburg, PA||May 1997 - Current||20|
|H D Vest Investment Securities||Greensburg, PA||Jul 2002 - Nov 2011||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2002|
|S65||NASAA Investment Advisors Law Examination||Nov 2013|
Total Assets Under Management11MILLIONS
Total Number of Accounts125ACCOUNTS
Average Account Value$86,354
- 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)
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