Terry White (CRD# 5647858) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Hiawassee, GA and has over 15 years of experience in the finance industry.
CRD# 2355813
Raymond James Financial Services Advisors, Inc.
CRD# 1856611
Edward Jones
CRD# 2142628
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Virtue Capital Management, LLC | Brentwood, TN | Apr 2018 - Current | 6 |
| Impact Wealthbuilder, LLC | Hiawassee, GA | Sep 2016 - Current | 7 |
| Blue Duck Wealth Management | Hayesville, NC | Feb 2017 - Mar 2018 | 1 |
| Transamerica Financial Advisors, Inc. | Johns Creek, GA | Jan 2012 - Sep 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2009 |
- GA
-
Total Assets Under Management787MILLIONS
-
Total Number of Accounts6,111ACCOUNTS
-
Average Account Value$128,861
- 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
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV
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