Whitney Gum (CRD# 7165212) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Stillwater, OK and has over 4 years of experience in the finance industry.
CRD# 5534131
Transamerica Financial Advisors, Inc.
CRD# 6456926
Avantax Advisory Services
CRD# 5166654
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | Sep 2022 - Current | 1 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Sep 2022 - Current | 1 |
| Whitney Gum | Alva, OK | Feb 2020 - Current | 4 |
| Enj Financial LLC | Alva, OK | Jun 2018 - Current | 5 |
| Enj Financial LLC | Alva, OK | Jun 2018 - Current | 5 |
| Hummel Water Well Services, Inc. | Alva, OK | Jan 2017 - Current | 7 |
| United Planners' Financial Services Of America A Limited Partner | Scottsdale, AZ | Nov 2020 - Sep 2022 | 1 |
| Avantax Insurance Agency LLC | Alva, OK | Feb 2020 - Nov 2020 | < 1 |
| Avantax Advisory Services | Alva, OK | Jan 2020 - Nov 2020 | < 1 |
| Avantax Investment Services, Inc., | Alva, OK | Aug 2019 - Nov 2020 | 1 |
| Kpmg LLP | Oklahoma City, OK | Nov 2011 - May 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2019 |
- OK
-
Total Assets Under Management87,369MILLIONS
-
Total Number of Accounts448,526ACCOUNTS
-
Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Market timing services
- Educational seminars/workshops
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, WY
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