Russell White, financial advisor Roanoke VA
68 score

Russell White

CRD Number: 3174435
Current Firm: Mutual Of Omaha Investor Services, Inc.

Russell White (CRD# 3174435) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Roanoke, VA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Mutual Of Omaha Lexington, KY Apr 2014 - Current 2
Mutual Of Omaha Investor Services Lexington, KY Apr 2014 - Current 2
Nationwide Investment Services Corp Columbus, OH Jul 2013 - Mar 2014 < 1
Ing Investment Advisors, LLC Frankfort, KY Jan 2012 - Jun 2013 1
Ing Frankfort, KY Oct 2011 - Jun 2013 1
Independent Insurance Adjuster Richmond, KY Jun 2011 - Oct 2011 < 1
Ing Investment Advisors, LLC Frankfort, KY Apr 2011 - Jun 2011 < 1
Ing Frankfort, KY Apr 2011 - Jun 2011 < 1
Meridian Wealth Management, LLC Lexington, KY Jan 2010 - Apr 2011 1
Private Client Services LLC Louisville, KY Jan 2010 - Sep 2010 < 1
Independent Insurance Adjuster Richmond, KY May 2009 - Jan 2010 < 1
Uvest Financial Services Group Charlotte, NC Mar 2004 - May 2009 5
Madison Insurance Richmond, KY Sep 2003 - May 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1999
S65 NASAA Investment Advisors Law Examination Sep 2004
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Russell K. White
Phone Number: 402-351-5770
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
68

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