Janet WhiteCRD Number: 4532039
Current Firm: Shine Investment Advisory Services Inc.
Janet White (CRD# 4532039) is an Investment Advisor Representative working at Shine Investment Advisory Services Inc. in Lone Tree, CO and has 1 year of experience in the finance industry. Janet 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.
Ewealth Consulting, LLC
Anthony Capital, LLC
|Shine Investment Advisory Serivces, Inc.||Greenwood Village, CO||Jul 1998 - Current||18|
Total Assets Under Management506MILLIONS
Total Number of Accounts1,249ACCOUNTS
Average Account Value$405,090
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)