Steven White (CRD# 6440476) is an Investment Advisor Representative working at Strategic Business & Wealth Solutions, Inc. in Salt Lake City, UT and has 1 year of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Strategic Business & Wealth Solutions, Inc. | Salt Lake City, UT | Jun 2015 - Current | 8 |
| Strategic Business & Wealth Solutions, Inc. | Salt Lake City, UT | Nov 2014 - Current | 9 |
| Sb White, P.c. | Salt Lake City, UT | Oct 2009 - Current | 14 |
- UT
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts13ACCOUNTS
-
Average Account Value$109,615
- 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
- Selection of other advisers (including private fund managers)
- Other
UT
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