Tiffany WhiteCRD 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.
Canterbury Investment Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Park Avenue Securities LLC
|Halter Ferguson Financial, Inc.||Indianapolis, IN||May 2007 - Current||13|
|Cunningham Restaurant Group||Zionsville, IN||Apr 2007 - Mar 2009||1|
|Wolfgang Puck Catering||Indianapolis, IN||Jul 2005 - May 2007||1|
Total Assets Under Management176MILLIONS
Total Number of Accounts538ACCOUNTS
Average Account Value$327,883
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, IN, TX
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.
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