Michael White (CRD# 6488455) is an Investment Advisor Representative working at Dreher Financial Partners in Southern Pines, NC and has over 8 years of experience in the finance industry. Michael 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.
CRD# 5829233
Stalwart Financial Planning
CRD# 4585083
Stifel, Nicolaus & Company, Incorporated
CRD# 4455033
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| H.s. Dreher Capital Management, LLC | Southern Pines, NC | Apr 2015 - Current | 9 |
| Grede Foundries, LLC | Biscoe, NC | Jan 2014 - Apr 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2015 |
- NC
-
Total Assets Under Management124MILLIONS
-
Total Number of Accounts470ACCOUNTS
-
Average Account Value$264,222
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
NC
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