Devan White, financial advisor Uniontown PA
88 score

Devan White

CRD 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 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bpu Investment Managment, Inc. Uniontown, PA Nov 2013 - Current 3
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
Uniontown Area High School Uniontown, PA Aug 2003 - Aug 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Devan M. White
Phone Number: 1-800-822-6585
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    699
    MILLIONS
  • Total Number of Accounts
    1,792
    ACCOUNTS
  • Average Account Value
    $389,917
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
  • 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
Types of Clients
Registered States

AZ, CA, FL, GA, IL, KY, LA, MA, MD, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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