Brian White, financial advisor Zebulon NC
88 score

Brian White

CRD Number: 6199395
Current Firm: Edward Jones

Brian White (CRD# 6199395) is an Investment Advisor Representative working at Edward Jones in Zebulon, NC and has over 2 years of experience in the finance industry.

Similar Advisors
Nicholas Pino, financial advisor Zebulon NC
Nicholas J. Pino
CRD# 4741498
Signator Investors, Inc.
Score
100
Similar Advisors
Ryan Thomsen, financial advisor Zebulon NC
Ryan Thomsen
CRD# 5438732
Oak City Consulting, LLC
Score
100
Similar Advisors
Adam Whitesell, financial advisor Zebulon NC
Adam M. Whitesell
CRD# 5134341
Ameriprise Financial Services, Inc.
Score
103
Company Name Location Dates Years
Edward Jones Zebulon, NC Jun 2013 - Current 3
Dicks Sporting Goods Cary, NC Jan 2013 - Jun 2013 < 1
Unemployed Knightdale, NC Aug 2012 - Jan 2013 < 1
Dogwood Insurance Group Garner, NC Jun 2011 - Aug 2012 1
Nationwide Insurance Raleigh, NC Dec 2009 - Jun 2012 2
Student Chapel Hill, NC Aug 2004 - Dec 2009 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Brian T. White
Phone Number: 314-515-2000
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Brian White and other advisors.
BADGES
88
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.