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  2. Johnson City, TN
Kevin White, financial advisor Johnson City TN

Kevin White

CRD Number: 5852789
Current Firm: Cwm, LLC

Kevin White (CRD# 5852789) is an Investment Advisor Representative working at Cwm, LLC in Johnson City, TN and has over 8 years of experience in the finance industry.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Ameriprise Financial Services, LLC Johnson City, TN Apr 2020 - Current < 1
Td Ameritrade Kingsport, TN Jul 2018 - Apr 2020 1
Regions Bank Kingsport, TN Dec 2016 - Jul 2018 1
Cetera Investment Advisers LLC Kingsport, TN Dec 2016 - Jul 2018 1
Cetera Investment Services LLC St Cloud, MN Dec 2016 - Jul 2018 1
Lpl Financial LLC Kingsport, TN Jan 2015 - Dec 2016 1
Cwm, LLC Kingsport, TN Jan 2015 - Dec 2016 1
Edward Jones St. Louis, MO Dec 2012 - Jan 2015 2
Kingsport Parks &amp; Recreation Kingsport, TN Apr 2014 - Jun 2014 < 1
State Farm Vp Management Corp. Blountville, TN Mar 2012 - Dec 2012 < 1
Ben Ingou Insurance Agency Blountville, TN Jun 2011 - Dec 2012 1
Northwestern Mutual Financial Network Johnson City, TN Sep 2010 - Jun 2011 < 1
Logan's Roadhouse Johnson City, TN May 2007 - Jun 2011 4
East Tennessee State University Johnson City, TN Aug 2006 - May 2011 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2012
S66 NASAA Uniform Combined State Law Examination Feb 2013
Contact Info for Kevin W. White
By the Numbers
  • Total Assets Under Management
    11,897
    MILLIONS
  • Total Number of Accounts
    58,973
    ACCOUNTS
  • Average Account Value
    $201,737
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • 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, 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, VT, WA, WI, WV, WY

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