Jeffrey White (CRD# 465128) is an Investment Advisor Representative working at Wingate Wealth Advisors, Inc. in Lexington, MA and has over 43 years of experience in the finance industry. Jeffrey White has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wingate Capital Corporation | Lexington, MA | Jan 1991 - Current | 33 |
| Wingate Financial Group, Inc. | Lexington, MA | Jun 1986 - Current | 37 |
| Wingate Financial Corporation | Lexxington, MA | Jun 1986 - Current | 37 |
| #ia Wingate Financial Corporation | Lexington, MA | May 1986 - Current | 37 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1980 |
- MA
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Total Assets Under Management1,214MILLIONS
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Total Number of Accounts2,810ACCOUNTS
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Average Account Value$432,014
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CT, FL, MA, ME, NC, NH, NY, PA, RI, TX, VT
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