Brian White, financial advisor Portland ME

Brian White

CRD Number: 7072410
Current Firm: Td Private Client Wealth LLC

Brian White (CRD# 7072410) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Portland, ME and has over 4 years of experience in the finance industry.

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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 6
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
Contact Info for Brian P. White
Phone Number: 877-703-9896
Registered State(s):
  • 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
By the Numbers
  • Total Assets Under Management
    12,265
    MILLIONS
  • Total Number of Accounts
    16,422
    ACCOUNTS
  • Average Account Value
    $746,855
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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