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Kevin White, financial advisor Johnson City TN

Kevin White

CRD Number: 5852789
Current Firm: Ameriprise Financial Services, LLC

Kevin White (CRD# 5852789) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Johnson City, TN and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, LLC Johnson City, TN Apr 2020 - Current 3
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
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
    414,380
    MILLIONS
  • Total Number of Accounts
    1,953,584
    ACCOUNTS
  • Average Account Value
    $212,113
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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