Ryan White, financial advisor Maitland FL
90 score

Ryan White

CRD 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 5 years of experience in the finance industry.

Similar Advisors
Mark Hopler, financial advisor Maitland FL
Mark S. Hopler
CRD# 4564502
Ameriprise Financial Services, Inc.
Score
101
Similar Advisors
Sandy King, financial advisor Maitland FL
Sandy H. King
CRD# 5992503
Alconbury Trust L.l.c
Score
100
Similar Advisors
Leo Lorenz, financial advisor Maitland FL
Leo C. Lorenz
CRD# 5681502
Edward Jones
Score
100
Company Name Location Dates Years
J.w. Cole Advisors, Inc. Tampa, FL Jun 2013 - Current 3
J.w. Cole Financial, Inc. Maitland, FL Jan 2013 - Current 3
United Healthcare Maitland, FL Aug 2010 - Current 6
Espy Ins. Group Winter Garden, FL Dec 2006 - Current 10
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
Contact Info for Ryan E. White
Phone Number: (813) 935-6776
Firm Website: http://www.jw-cole.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,250
    MILLIONS
  • Total Number of Accounts
    6,832
    ACCOUNTS
  • Average Account Value
    $182,954
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Ryan White and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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.