Randall White (CRD# 5947035) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Plano, TX and has over 9 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale, AZ | Oct 2021 - Current | 2 |
| J.p. Morgan Securities, LLC | Richardson, TX | Sep 2020 - Oct 2021 | 1 |
| J.p. Morgan Chase Bank, N.a. | Richardson, TX | Sep 2020 - Oct 2021 | 1 |
| Morgan Stanley Private Bank, National Association | Dallas, TX | Mar 2017 - Sep 2020 | 3 |
| Morgan Stanley | Dallas, TX | May 2011 - Sep 2020 | 9 |
| Southern Methodist University | Dallas, TX | Sep 2015 - Sep 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2014 |
- AZ
- TX
-
Total Assets Under Management333,067MILLIONS
-
Total Number of Accounts804,462ACCOUNTS
-
Average Account Value$414,024
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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, 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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