Frank P. White
Professional summary
Frank Patrick White, who also goes by F Patrick White, Pat White, is a registered financial advisor currently at STEPHENS INVESTMENT MANAGEMENT GROUP, LLC located in Houston, Texas.
Frank is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Frank has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Frank Patrick White's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 10, 2005 - Present
STEPHENS INVESTMENT MANAGEMENT GROUP, LLC
Office #1: 9 Greenway Plaze, Houston, TX 77046October 10, 2005 - December 22, 2023
STEPHENS
October 10, 2005 - December 22, 2023
STEPHENS
August 29, 2005 - October 3, 2005
AIM PRIVATE ASSET MANAGEMENT
June 16, 1992 - October 3, 2005
INVESCO DISTRIBUTORS, INC.
Primary Firm SEC Registration
STEPHENS INVESTMENT MANAGEMENT GROUP, LLC
CRD#: 136369 / SEC#: 801-64675
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/10/2005)
Exams
Current Firm
STEPHENS INVESTMENT MANAGEMENT GROUP, LLC
CRD#: 136369 / SEC#: 801-64675
Contact information
SEC notice filing (33 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 174 |
| AUM (Assets Under Management) | $ 7,637,388,860 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/22/2025 | ||
| 02/07/2024 | ||
| 11/29/2022 |
Red Flags
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