Jeffrey C. White
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jeffrey Clarke White was a registered financial professional .
Jeffrey is a previously registered financial professional and started their career in finance in 1983. Jeffrey had worked at 13 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 22 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 11, 2011 - December 31, 2014
TLG ADVISORS, INC.
March 10, 2011 - December 31, 2014
THE LEADERS GROUP, INC.
March 14, 2007 - February 11, 2011
KESTRA INVESTMENT SERVICES, LLC
March 14, 2007 - February 11, 2011
KESTRA INVESTMENT SERVICES, LLC
June 20, 2005 - December 1, 2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
June 13, 2005 - December 1, 2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 1, 2003 - May 13, 2005
WELLS FARGO CLEARING SERVICES, LLC
February 8, 1999 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
June 12, 1997 - November 24, 1998
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
March 27, 1996 - January 28, 1997
FIMARK SECURITIES, INC.
April 25, 1994 - December 31, 1995
MUTUAL SERVICE CORPORATION
February 10, 1989 - September 1, 1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
September 4, 1987 - February 28, 1989
FEDERATION FOR FINANCIAL INDEPENDENCE
March 6, 1987 - April 23, 1990
TRANSAMERICA SECURITIES SALES CORPORATION
April 2, 1984 - September 23, 1987
TRANSAMERICA FINANCIAL ADVISORS, INC.
August 5, 1983 - August 22, 1984
USLIFE EQUITY SALES CORP.
Primary Firm SEC Registration
TLG ADVISORS, INC.
CRD#: 111052 / SEC#: 801-60458
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
TLG ADVISORS, INC.
CRD#: 111052 / SEC#: 801-60458
Contact information
SEC notice filing (49 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,331 |
| AUM (Assets Under Management) | $ 1,948,103,893 |
Red Flags
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