Nathan White (CRD# 7181140) is an Investment Advisor Representative working at Wildes Financial Strategies, Inc. in Ravenel, SC and has over 4 years of experience in the finance industry. Nathan White has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wildes Financial Strategies, Inc. | Georgetown, SC | Apr 2023 - Current | 1 |
| Independent Advisor Alliance | Charlotte, NC | May 2023 - Apr 2024 | < 1 |
| Fusion Capital Management | Dallas, TX | Sep 2019 - Aug 2023 | 3 |
| Modern Woodmen Of America | Goose Creek, SC | Oct 2018 - Sep 2019 | < 1 |
| Unemployed | Charleston, SC | Jan 2018 - Oct 2018 | < 1 |
| Riverside Landscaping Services | Charleston, SC | Nov 2014 - Jan 2018 | 3 |
| Ables Landscape Associates | Charleston, SC | Oct 2013 - Feb 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2019 |
- SC
-
Total Assets Under Management105MILLIONS
-
Total Number of Accounts773ACCOUNTS
-
Average Account Value$136,348
- 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
- Other
NC, SC, TN, TX, VA
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