Kolby White (CRD# 6679447) is an Investment Advisor Representative working at Potomac Fund Management in Henrico, VA and has over 7 years of experience in the finance industry.
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 864358
Frontier Financial Partners, LLC
CRD# 6404324
Davenport & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Potomac Fund Management | Miami, FL | Jan 2024 - Current | < 1 |
| Concord Asset Management | Glen Allen, VA | Aug 2021 - Jan 2024 | 2 |
| Providence Golf Course | Richmond, VA | May 2021 - Aug 2021 | < 1 |
| Markel Corporation | Richmond, VA | Feb 2020 - May 2021 | 1 |
| Mainline Brewery | Richmond, VA | Jul 2020 - Oct 2020 | < 1 |
| Liberty Mutual | Norfolk, VA | Jan 2019 - Feb 2020 | 1 |
| Mason & Associates LLC | Newport News, VA | Jul 2017 - Jan 2019 | 1 |
| The Vanguard Group, Inc. | Charlotte, NC | Jun 2016 - Jul 2017 | 1 |
| Virginia Tech | Blacksburg, VA | Jun 2012 - Jun 2016 | 4 |
| Virginia Tech Football | Blacksburg, VA | Sep 2012 - May 2016 | 3 |
| Navfac | Norfolk, VA | May 2015 - Aug 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2016 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2022 |
- VA
-
Total Assets Under Management1,393MILLIONS
-
Total Number of Accounts2,289ACCOUNTS
-
Average Account Value$608,637
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Publication of periodicals or newsletters
AZ, CA, CO, FL, GA, HI, IA, IL, IN, KS, MA, MD, MI, NC, NE, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA
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