Michael White (CRD# 6366732) is an Investment Advisor Representative working at Plan Group Financial, Inc. in Oklahoma City, OK and has over 9 years of experience in the finance industry.
CRD# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 4304267
Arvest Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Plan Group Financial, Inc. | Oklahoma City, OK | Feb 2018 - Current | 6 |
| Signal Research Group LLC | Edmond, OK | Dec 2016 - Current | 7 |
| Futurity First Insurance Company | Oklahoma City, OK | Sep 2009 - Current | 14 |
| Redhawk Wealth Advisors, Inc. | Minneapolis, MN | Jul 2014 - Jun 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2014 |
- NE
- OK
- TX
-
Total Assets Under Management285MILLIONS
-
Total Number of Accounts2,536ACCOUNTS
-
Average Account Value$112,568
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AR, CA, CO, FL, IL, MO, NE, OK, TX
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