Wesley WhiteCRD Number: 5509595
Current Firm: Retirement Wealth Advisors, Inc.
Wesley White (CRD# 5509595) is an Investment Advisor Representative working at Retirement Wealth Advisors, Inc. in Raleigh, NC and has over 3 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Retirement Wealth Advisors, Inc.||Jenison, MI||Mar 2014 - Current||3|
|American Planning Group, Inc.||Raleigh, NC||Feb 2007 - Current||10|
|John David Custom Clothes||Raleigh, NC||Aug 2011 - Dec 2015||4|
|School||Raleigh, NC||Jan 2004 - Feb 2007||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2014|
Total Assets Under Management665MILLIONS
Total Number of Accounts5,954ACCOUNTS
Average Account Value$111,674
- 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
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- 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