White Horse Advisors, LLC

White Horse Advisors, LLC (CRD# 128335) is a financial advisory firm headquartered in Atlanta, GA. They manage $68,422,886 in 67 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    67
    ACCOUNTS
  • Average Account Value
    $1,021,237
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, GA, SC, TX

Financial Advisors at White Horse Advisors, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Stephen L. Griner
CRD#: 4468126
6190 Powers Ferry Road, Suite 500, Atlanta, GA 30339
96
Wealthminder
score

Stephen Griner (CRD# 4468126) is an Investment Advisor Representative working at White Horse Advisors, LLC in Atlanta, GA and has over 15 years of experience in the finance industry.

2
Raymond R. Prophater
CRD#: 3174547
6190 Powers Ferry Rd., Suite 500, Atlanta, GA 30339
96
Wealthminder
score

Raymond Prophater (CRD# 3174547) is an Investment Advisor Representative working at White Horse Advisors, LLC in Atlanta, GA and has over 18 years of experience in the finance industry. Raymond Prophater 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.

3
Thomas W. Ungashick
CRD#: 816105
6190 Powers Ferry Road, Suite 500, Atlanta, GA 30339
96
Wealthminder
score

Thomas Ungashick (CRD# 816105) is an Investment Advisor Representative working at White Horse Advisors, LLC in Atlanta, GA and has over 21 years of experience in the finance industry.

4
William C. Bowen
CRD#: 5955126
6190 Powers Ferry Road, Suite 500, Atlanta, GA 30339
93
Wealthminder
score

William Bowen (CRD# 5955126) is an Investment Advisor Representative working at White Horse Advisors, LLC in Atlanta, GA and has over 6 years of experience in the finance industry. William Bowen 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.

5
Nancy E. Custer
CRD#: 6101922
6190 Powers Ferry Road, Suite 500, Atlanta, GA 30339
90
Wealthminder
score

Nancy Custer (CRD# 6101922) is an Investment Advisor Representative working at White Horse Advisors, LLC in Atlanta, GA and has over 5 years of experience in the finance industry.

6
Patrick A. Ungashick
CRD#: 3008861
6190 Powers Ferry Road, Suite 500, Atlanta, GA 30339
83
Wealthminder
score

Patrick Ungashick (CRD# 3008861) is an Investment Advisor Representative working at White Horse Advisors, LLC in Atlanta, GA and has over 19 years of experience in the finance industry.

7
Michael C. Murray
CRD#: 5709922
6190 Powers Ferry Road, Suite 500, Atlanta, GA 30339
70
Wealthminder
score

Michael Murray (CRD# 5709922) is an Investment Advisor Representative working at White Horse Advisors, LLC in Atlanta, GA and has 1 year of experience in the finance industry. Michael Murray 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.