White Horse Advisors, LLC
White Horse Advisors, LLC (CRD# 128335) is a financial advisory firm headquartered in Atlanta, GA. They manage $87,566,259 in 123 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management88MILLION
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Total Number of Accounts123ACCOUNTS
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Average Account Value$711,921
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
AL, GA, SC, TX
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.
Stephen Griner (CRD# 4468126) is an Investment Advisor Representative working at White Horse Advisors, LLC in Atlanta, GA and has over 16 years of experience in the finance industry.
Raymond Prophater (CRD# 3174547) 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. 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.
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.
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.
Patrick Ungashick (CRD# 3008861) is an Investment Advisor Representative working at White Horse Advisors, LLC in Atlanta, GA and has over 20 years of experience in the finance industry.
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.