John WhiteCRD Number: 820215
Current Firm: Raymond James & Associates, Inc.
John White (CRD# 820215) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Mandeville, LA and has over 41 years of experience in the finance industry.
Advisor Resource Council
Woodbury Financial Services, Inc.
Wealthharbor Capital Group, LLC
|Raymond James & Associates, Inc.||Mandeville, LA||Mar 2015 - Current||7|
|Bank Of America, Na||Mandeville, LA||Nov 2009 - Mar 2015||5|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||New Orleans, LA||Dec 1975 - Mar 2015||39|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1980|
|S65||NASAA Investment Advisors Law Examination||Apr 1995|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management331,150MILLIONS
Total Number of Accounts869,177ACCOUNTS
Average Account Value$380,993
- 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
- Pension consulting services
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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