Frank WhiteCRD Number: 7115756
Current Firm: Rbc Capital Markets, LLC
Frank White (CRD# 7115756) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Hunt Valley, MD and has over 3 years of experience in the finance industry. Frank White has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Thrivent Investment Management Inc.
Abel Financial Management Company
Mml Investors Services, LLC
|City National Bank||Baltimore, MD||Nov 2019 - Current||3|
|Rbc Capital Market, LLC||Baltimore, MD||May 2019 - Current||3|
|Apex Tool Group, LLC||Sparks, MD||Feb 2011 - May 2019||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Total Assets Under Management183,481MILLIONS
Total Number of Accounts423,124ACCOUNTS
Average Account Value$433,634
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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