Robert White, financial advisor Palm Beach Gardens FL

Robert White

CRD Number: 1926824
Current Firm: Money Concepts Advisory Service

Robert White (CRD# 1926824) is an Investment Advisor Representative working at Money Concepts Advisory Service in Palm Beach Gardens, FL and has over 34 years of experience in the finance industry. Robert 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.

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Professional Designations
Company Name Location Dates Years
Prairie Financial Group, LLC Pleasant Hill, MO May 2007 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1989
S65 NASAA Investment Advisors Law Examination Apr 2001
Contact Info for Robert A. White
Phone Number: 561-472-2000
Registered State(s):
  • MO
  • MT
By the Numbers
  • Total Assets Under Management
    2,904
    MILLIONS
  • Total Number of Accounts
    14,363
    ACCOUNTS
  • Average Account Value
    $202,187
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Other
Types of Clients
Registered States

VI

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