Robert McWhite, financial advisor Greer SC

Robert McWhite

CRD Number: 1850556
Current Firm: Edward Jones

Robert McWhite (CRD# 1850556) is an Investment Advisor Representative working at Edward Jones in Greer, SC and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Aug 2013 - Current 10
Mcwhite Properties,llc Greenville, SC Jul 2007 - Current 16
The Marmac L.p. Of Greenville Greenville, SC Jul 2005 - Current 18
Mcwhite Family Limited Partnership Greenville, SC May 1998 - Current 25
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Robert N. McWhite
Phone Number: 314-515-2000
Registered State(s):
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    593,127
    MILLIONS
  • Total Number of Accounts
    4,558,331
    ACCOUNTS
  • Average Account Value
    $130,119
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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, VI, VT, WA, WI, WV, WY

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