Charles WhiteCRD Number: 3099999
Current Firm: Creative Financial Designs, Inc.
Charles White (CRD# 3099999) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Lebanon, KY and has over 18 years of experience in the finance industry.
Transamerica Financial Advisors, Inc.
Your Best Move Inc.
Lpl Financial LLC
|Creative Financial Designs||Kokomo, IN||Dec 2008 - Current||8|
|Cfd Investments, Inc.||Kokomo, IN||Jun 2003 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1998|
|S66||NASAA Uniform Combined State Law Examination||Dec 2008|
Total Assets Under Management800MILLIONS
Total Number of Accounts6,786ACCOUNTS
Average Account Value$117,869
- 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
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV