Frank White, financial advisor Hunt Valley MD

Frank White

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Frank M. White
Phone Number: 212-858-7000
Registered State(s):
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    183,481
    MILLIONS
  • Total Number of Accounts
    423,124
    ACCOUNTS
  • Average Account Value
    $433,634
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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