Jimmy WhiteCRD Number: 3127128
Current Firm: Calton & Associates, Inc.
Jimmy White (CRD# 3127128) is an Investment Advisor Representative working at Calton & Associates, Inc. in Jackson, MS and has over 18 years of experience in the finance industry.
Asset Dedication, LLC
Bergland Wealth Management, Inc.
Wells Fargo Advisors Financial Network, LLC
|Calton & Associates, Inc.||Jackson, MS||Nov 2001 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1998|
|S65||NASAA Investment Advisors Law Examination||Jun 2004|
Total Assets Under Management416MILLIONS
Total Number of Accounts2,834ACCOUNTS
Average Account Value$146,681
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV