David WhiteCRD Number: 6245142
Current Firm: Edward Jones
David White (CRD# 6245142) is an Investment Advisor Representative working at Edward Jones in Haltom City, TX and has over 3 years of experience in the finance industry.
Box Financial Advisors, LLC
Global Financial Private Capital, LLC
Wells Fargo Advisors Financial Network, LLC
|Edward Jones||St Louis, MO||Sep 2013 - Current||3|
|Unemployeed Looking For Career||Keller, TX||Mar 2013 - Sep 2013||< 1|
|Helen Gordon Interests Ltd, Dba Greensheet||Houston, TX||Feb 2007 - Mar 2013||6|
|Unemployeed Looking For Career||Keller, TX||Dec 2006 - Feb 2007||< 1|
|Concorde Mortgage||Dallas, TX||Aug 2006 - Dec 2006||< 1|
|Unemployeed Looking For Career||Keller, TX||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2013|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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