Raymond 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.
Raymond Curtis White, who also goes by Ray White, was a registered financial professional .
Raymond is a previously registered financial professional and started their career in finance in 1984. Raymond had worked at 5 firms and has passed the Series 63, Series 7 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 21, 2010 - July 3, 2023
WHITE WEALTH MANAGERS, LLC
August 7, 1992 - September 15, 2010
AVANTAX INVESTMENT SERVICES, INC.
August 24, 1988 - August 13, 1992
LEGG MASON WOOD WALKER, INCORPORATED
November 18, 1987 - August 29, 1988
THE PINNACLE GROUP, INC.
March 22, 1984 - November 27, 1987
EDWARD JONES
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
Series 8
Date: 6/17/1988
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
WHITE WEALTH MANAGERS, LLC
CRD#: 153967 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 22 |
| AUM (Assets Under Management) | $ 8,531,732 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
