Timothy WhiteCRD Number: 1913077
Current Firm: Johnson & White Wealth Management LLC
Timothy White (CRD# 1913077) is an Investment Advisor Representative working at Johnson & White Wealth Management LLC in York, PA and has over 27 years of experience in the finance industry. Timothy 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.
Thrivent Investment Management Inc.
Northwestern Mutual Investment Services,llc
Msi Financial Services, Inc.
|Purshe Kaplan Sterling Investments||Albany, NY||May 2014 - Current||2|
|Johnson And White Wealth Management, LLC||York, PA||May 2014 - Current||2|
|Wells Fargo Advisors LLC||York, PA||May 2009 - May 2014||5|
|Wachovia Securities, LLC||York, PA||Jun 2003 - May 2009||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1989|
|S65||NASAA Investment Advisors Law Examination||May 1991|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management139MILLIONS
Total Number of Accounts550ACCOUNTS
Average Account Value$251,976
- 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
FL, MD, PA