Daniel Ledford White
Professional Summary
Daniel Ledford White was a registered financial advisor. Daniel was a previously registered financial advisor and started their career in finance 1982 - 2013. Daniel had worked at 3 firms and has passed the Series 65, Series 63, Series 7, Series 6, Series 4, Series 24 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
44 years in the financial services industry
Current & Past Employments
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Current Firm
IC ADVISORY SERVICES, INC.
Contact Information
Main Address
1420 Route 206 North Suite 210, Bedminster, NJ 07921Mailing Address
1420 Route 206 North, Suite 210 P.o. Box 770, Bedminster, NJ 07921Phone Number
(908) 707-4422# of Employees
220Regulatory Assets Under Management
Total Number of Accounts
5,528AUM (Assets Under Management)
$2,056,415,877Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/02/2024 | Cover Page | Report |
| 02/15/2024 | Cover Page | Report |
| 01/10/2023 | Cover Page | Report |
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Mar 1982About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Apr 1989About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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