Tiffany White, financial advisor Indianapolis IN
103 score

Tiffany White

CRD Number: 6435426
Current Firm: Halter Ferguson Financial Inc.
Compensation Model: Fee Only

Tiffany is responsible for Financial Planning at Halter Ferguson Financial, Inc. She has a Bachelors in Economics with a focus in Accounting and Communications from DePauw University and is a CERTIFIED FINANCIAL PLANNER™ professional. Tiffany joined the firm in May of 2007. She has more than twelve years experience in the finance industry. Since 2012, she has been a financial advisor and a member of the Financial Planning Association. Tiffany enjoys working closely with the firm’s clients and assisting them in achieving their personal financial goals.

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Professional Designations
Company Name Location Dates Years
Halter Ferguson Financial, Inc. Indianapolis, IN May 2007 - Current 10
Cunningham Restaurant Group Zionsville, IN Apr 2007 - Mar 2009 1
Wolfgang Puck Catering Indianapolis, IN Jul 2005 - May 2007 1

Tiffany White has no recent exams reported.
Contact Info for Tiffany C. White
By the Numbers
  • Total Assets Under Management
    164
    MILLIONS
  • Total Number of Accounts
    591
    ACCOUNTS
  • Average Account Value
    $277,489
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IN, TX

Firm Disclaimer:

Halter Ferguson Financial, Inc. is a registered investment adviser whose principal office is located in Indiana. Halter Ferguson Financial, Inc. is federally registered with the SEC.  Halter Ferguson Financial, Inc. only transacts business in states where it is properly registered, or excluded or exempted from registration requirements.  Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

All clients are advised that it remains their responsibility to advise Halter Ferguson Financial, Inc management of any changes in their investment objectives and/or financial situation.

This website is a publication of Halter Ferguson Financial, Inc. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of any subjects discussed. A professional adviser should be consulted before any investment decisions are made.

Past performance does not guarantee future success. Information on this website is not an offer to buy or sell or a solicitation of any offer to buy or sell the securities mentioned herein.

Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.

Hyperlinks on this website point are provided as a convenience only, and we disclaim any responsibility for the accuracy of information on any other website linked hereto.

Information on this website is directed toward U.S. residents only.

You can find our Form ADV by searching for us here by name or CRD number 109563.

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BADGES
103
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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