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.
CRD# 2842154
On Investment Management Co
CRD# 1428498
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4342165
Edward Jones
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 & 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 |
- TN
- TX
-
Total Assets Under Management414,380MILLIONS
-
Total Number of Accounts1,953,584ACCOUNTS
-
Average Account Value$212,113
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.