Joann White, financial advisor Winston Salem NC
93 score

Joann White

CRD Number: 5569809
Current Firm: Stephens

Joann White (CRD# 5569809) is an Investment Advisor Representative working at Stephens in Winston Salem, NC and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Stephens Inc. Winston-salem, NC Mar 2017 - Current 1
Stephens Inc. Winston-salem, NC Nov 2010 - Mar 2017 6
Morgan Stanley Smith Barney Winston-salem, NC Jun 2009 - Nov 2010 1
Citigroup Global Markets Inc. Winston Salem, NC Aug 2008 - Nov 2010 2
Forsyth Country Day Lewisville, NC Aug 2005 - Jun 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2008
Contact Info for Joann S. White
Phone Number: 501-377-2000
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    10,351
    MILLIONS
  • Total Number of Accounts
    23,795
    ACCOUNTS
  • Average Account Value
    $435,003
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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