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.
Centaurus Financial, Inc.
Allegheny Investments, Ltd.
Northwestern Mutual Investment Services,llc
|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|
Total Assets Under Management699MILLIONS
Total Number of Accounts1,792ACCOUNTS
Average Account Value$389,917
- 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, FL, GA, IL, KY, LA, MA, MD, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WV