Ryan WhiteCRD Number: 5889659
Current Firm: J. W. Cole Advisors, Inc.
Ryan White (CRD# 5889659) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Maitland, FL and has over 6 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|J.w. Cole Advisors, Inc.||Tampa, FL||Jun 2013 - Current||4|
|J.w. Cole Financial, Inc.||Maitland, FL||Jan 2013 - Current||5|
|United Healthcare||Maitland, FL||Aug 2010 - Current||7|
|Espy Ins. Group||Winter Garden, FL||Dec 2006 - Current||11|
|New England Securities||Orlando, FL||Feb 2011 - Dec 2012||1|
|Premier Beverage||Orlando, FL||May 2004 - Dec 2006||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2011|
|S65||NASAA Investment Advisors Law Examination||May 2013|
Total Assets Under Management1,250MILLIONS
Total Number of Accounts6,832ACCOUNTS
Average Account Value$182,954
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV