Devan WhiteCRD Number: 6272844
Current Firm: Bpu Investment Management, Inc.
Devan White (CRD# 6272844) is an Investment Advisor Representative working at Bpu Investment Management, Inc. in Uniontown, PA and has over 3 years of experience in the finance industry. Devan White has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Centaurus Financial, Inc.
Allegheny Investments, Ltd.
Northwestern Mutual Investment Services,llc
|Bpu Investment Managment, Inc.||Uniontown, PA||Nov 2013 - Current||4|
|Fay-penn Economic Development Council||Lemont Furnace, PA||Aug 2011 - Nov 2013||2|
|Unemployed||Uniontown, PA||May 2011 - Aug 2011||< 1|
|Gettysburg College||Gettysburg, PA||Aug 2007 - May 2011||3|
|Gettysburg College Center For Public Sevice||Gettysburg, PA||May 2010 - Aug 2010||< 1|
|Shop N'save||Uniontown, PA||May 2009 - Aug 2009||< 1|
|Ymca Uniontown||Uniontown, PA||May 2008 - Aug 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2014|
Total Assets Under Management429MILLIONS
Total Number of Accounts1,522ACCOUNTS
Average Account Value$281,649
- 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)
- Educational seminars/workshops
AZ, CA, CT, FL, IL, KY, LA, MA, MD, MI, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WV