John White (CRD# 465143) is an Investment Advisor Representative working at Sequent Planning, LLC in Omaha, NE and has over 38 years of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 3017989
Ubs Financial Services Inc.
CRD# 5297231
Td Ameritrade, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sequent Planning, LLC | Carrollton, GA | Dec 2020 - Current | 1 |
| Jawclu, Llc Dba Financial Guideposts | Carrollton, GA | Jan 2016 - Current | 6 |
| John A. White, Sole Proprietor | Carrollton, GA | Jul 2011 - Current | 11 |
| Call-a-doctor Plus | Carrollton, GA | Jul 2015 - Sep 2019 | 4 |
| Gradient Advisors, LLC | Shoreview, MN | Aug 2012 - Jan 2016 | 3 |
| Union Central Life | Cincinnati, OH | Jan 1985 - Nov 2013 | 28 |
| Rchristian Financial Consultant, Llc "the Client's Fiduciary" | Bremen, GA | Jul 2011 - Aug 2012 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1984 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1997 |
- GA
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Total Assets Under Management350MILLIONS
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Total Number of Accounts3,103ACCOUNTS
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Average Account Value$112,909
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, MS, NC, NE, NJ, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA, WI
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