Raleigh White (CRD# 6053333) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Temple, TX and has over 11 years of experience in the finance industry.
CRD# 6472383
Raymond James Financial Services Advisors, Inc.
CRD# 6678405
Edward Jones
CRD# 2087394
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stifel Independent Advisors, LLC | Temple, TX | Apr 2012 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2012 |
- TX
-
Total Assets Under Management3,557MILLIONS
-
Total Number of Accounts9,973ACCOUNTS
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Average Account Value$356,615
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WA, WI, WV, WY
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