Connor White, financial advisor Tulsa OK

Connor White

CRD Number: 6538829
Current Firm: J M Brown Financial Partners

Connor White (CRD# 6538829) is an Investment Advisor Representative working at J M Brown Financial Partners in Tulsa, OK and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
J M Brown Financial Partners Tulsa, OK Jun 2015 - Current 8
Full Time Education Villanova, PA Jun 2005 - Jun 2015 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2015
Contact Info for Connor M. White
Phone Number: 918-496-5460
Registered State(s):
  • CA
  • OK
By the Numbers
  • Total Assets Under Management
    94
    MILLIONS
  • Total Number of Accounts
    1,100
    ACCOUNTS
  • Average Account Value
    $85,414
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, KS, MI, NJ, NY, OK, TN, TX, VA

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