Allen WhiteCRD Number: 5975419
Current Firm: Raymond James & Associates, Inc.
Allen White (CRD# 5975419) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Saint Petersburg, FL and has over 2 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Raymond James & Associates, Inc.||St. Petersburg, FL||Jun 2014 - Current||2|
|Eagle Asset Management||Saint Petersburg, FL||Jul 2013 - Jun 2014||< 1|
|Raymond James & Associates, Inc.||Saint Petersburg, FL||May 2012 - Jul 2013||1|
|Prospect Mortgage||Tampa, FL||Oct 2011 - May 2012||< 1|
|Bagel Bagel Cafe||Tallahassee, FL||Jan 2011 - Sep 2011||< 1|
|Florida State University||Tallahassee, FL||May 2007 - Aug 2011||4|
|101 Tapas Lounge||Tallahassee, FL||Oct 2009 - Dec 2010||1|
|Bagel Bagel Cafe||Tallahassee, FL||Jul 2008 - Sep 2009||1|
|Jersey Mike's Subs||Sarasota, FL||Aug 2006 - May 2007||< 1|
|Sarasota High School||Sarasota, FL||May 2003 - May 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2014|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.