Gregory White, financial advisor Irvine CA
93 score

Gregory White

CRD Number: 1378581
Current Firm: Charles Schwab & Company, Inc.

Gregory White (CRD# 1378581) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Irvine, CA and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Seal Beach, CA Dec 2005 - Current 11
Charles Schwab & Company, Inc. Seal Beach, CA Dec 2005 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1995
S65 NASAA Investment Advisors Law Examination Mar 2005
Contact Info for Gregory D. White
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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