Thomas White, financial advisor Rockville MD

Thomas White

CRD Number: 6667206
Current Firm: Securian Financial Services, Inc.

Thomas White (CRD# 6667206) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Rockville, MD and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Minnesota Life St. Paul, MN Jul 2018 - Current 3
Financial Advantage Rockville, MD Jul 2018 - Current 3
Securian Financial Services Inc. St. Paul, MN Jul 2018 - Current 3
University Of Maryland College Park, MD Aug 2014 - Jun 2018 3
Liberty Mutual Insurance Columbia, MD Jun 2017 - Aug 2017 < 1
2u Lanham, MD Jan 2017 - May 2017 < 1
Massmutual Financial Group Elkridge, MD Jun 2016 - Aug 2016 < 1
Carroll Park Golf Course Baltimore, MD Jun 2014 - Jul 2015 1
Mount Saint Joseph High School Baltimore, MD Aug 2010 - Jun 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2019
Contact Info for Thomas J. White
Phone Number: 651-665-6669
Registered State(s):
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    15,275
    MILLIONS
  • Total Number of Accounts
    50,612
    ACCOUNTS
  • Average Account Value
    $301,799
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • 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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