Robert WhiteCRD Number: 5377147
Current Firm: Envoy Advisory, Inc.
Robert White (CRD# 5377147) is an Investment Advisor Representative working at Envoy Advisory, Inc. in Midlothian, VA and has over 8 years of experience in the finance industry.
Morse Capital Partners, LLC
Hornor, Townsend & Kent, Inc.
Financial Freedom Planners
|Envoy Securities, LLC||Colorado Springs, CO||May 2011 - Current||6|
|Envoy Advisory Inc.||Colorado Springs, CO||May 2011 - Current||6|
|Richmond Performance Group||Midlothian, VA||Jul 2009 - Current||7|
|Lincoln Investment Planning, Inc.||Wyncote, PA||Jun 2007 - Jun 2009||2|
|Wachovia Securities||Richmond, VA||May 2007 - Jun 2007||< 1|
|Unemployed||Richmond, VA||Oct 2006 - May 2007||< 1|
|Educap||Sterling, VA||Sep 2006 - Oct 2006||< 1|
|Upromise||Needham, MA||May 2005 - Sep 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2009|
Total Assets Under Management225MILLIONS
Total Number of Accounts1,800ACCOUNTS
Average Account Value$125,000
- A percentage of assets under your management
- 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, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, SD, TN, TX, VA, VI, WA, WI
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