Brian White (CRD# 7072410) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Portland, ME and has over 5 years of experience in the finance industry.
CRD# 6528663
Ubs Financial Services Inc.
CRD# 2883211
R M Davis Inc.
CRD# 4862526
Commonwealth Financial Network
Company Name | Location | Dates | Years |
---|---|---|---|
Sage College | Albany, NY | Dec 2023 - Current | < 1 |
Mildred Elley College | Albany, NY | Jun 2023 - Current | 1 |
Td Bank N.a. | Latham, NY | Feb 2023 - Current | 1 |
Talladega College | Talladega, AL | Jan 2023 - Current | 1 |
Strayer University | Piscataway, NJ | Jul 2020 - Current | 4 |
Td Private Client Wealth LLC | Latham, NY | Feb 2019 - Current | 5 |
University Of Maryland University College | Adelphi, MD | Dec 2017 - Current | 6 |
Suny Cobleskill | Cobleskill, NY | Oct 2017 - Current | 7 |
Bryant And Stratton College | Albany, NY | Jan 2016 - Current | 8 |
Td Bank N.a. | Latham, NY | Nov 2020 - Feb 2023 | 2 |
Td Bank N.a. | Latham, NY | Feb 2019 - Nov 2020 | 1 |
Saratoga National Bank | Clifton Park, NY | Jun 2015 - Feb 2019 | 3 |
Citizens Bank | Albany, NY | Mar 2014 - Jun 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
- AL
- AK
- AZ
- AR
- CA
- CO
- CT
- DE
- DC
- FL
- GA
- HI
- ID
- IL
- IN
- IA
- KS
- KY
- LA
- ME
- MD
- MA
- MI
- MN
- MS
- MO
- MT
- NE
- NV
- NH
- NJ
- NM
- NY
- NC
- ND
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TX
- UT
- VT
- VA
- WA
- WV
- WI
- WY
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Total Assets Under Management4,824MILLIONS
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Total Number of Accounts9,134ACCOUNTS
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Average Account Value$528,135
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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