Robert White, financial advisor Midlothian VA
93 score

Robert White

CRD 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 7 years of experience in the finance industry.

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Company Name Location Dates Years
Envoy Securities, LLC Colorado Springs, CO May 2011 - Current 5
Envoy Advisory Inc. Colorado Springs, CO May 2011 - Current 5
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
Contact Info for Robert D. White
Phone Number: 719-268-2711
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    225
    MILLIONS
  • Total Number of Accounts
    1,800
    ACCOUNTS
  • Average Account Value
    $125,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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