Stephen B. 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.
Stephen Bennett White, CFP®, who also goes by Stephen White, Steve White, was a registered financial professional .
Stephen is a previously registered financial professional and started their career in finance in 1988. Stephen had worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 6, 2013 - October 2, 2015
USAA FINANCIAL PLANNING SERVICES
September 6, 2013 - October 2, 2015
USAA FINANCIAL ADVISORS, INC.
August 12, 2010 - July 19, 2013
FORESIDE FUND SERVICES, LLC
October 5, 2009 - August 4, 2010
VALIC FINANCIAL ADVISORS, INC.
September 28, 2009 - August 4, 2010
VALIC FINANCIAL ADVISORS, INC.
April 6, 2009 - October 2, 2009
ALLSTATE FINANCIAL SERVICES, LLC
April 27, 2001 - March 28, 2007
FIDELITY PERSONAL TRUST COMPANY, FSB
August 13, 1999 - December 2, 2008
STRATEGIC ADVISERS LLC
October 9, 1996 - December 2, 2008
FIDELITY BROKERAGE SERVICES LLC
October 20, 1995 - September 23, 1996
IFMG SECURITIES, INC.
November 23, 1994 - October 27, 1995
WALL STREET ACCESS
October 19, 1988 - July 1, 1994
IDS LIFE INSURANCE COMPANY
October 19, 1988 - July 1, 1994
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
USAA FINANCIAL PLANNING SERVICES
CRD#: 106352 / SEC#: 801-53347
Contact information
Red Flags
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