Charles B. White

PETTYJOHN, WOOD & WHITE

LYNCHBURG, VA 24501

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CRD#: 3023642

Professional summary

Charles Baber White, who also goes by Charles B White, is a registered financial advisor currently at PETTYJOHN, WOOD & WHITE, INC. located in Lynchburg, Virginia.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Charles has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Charles B White

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.

Moore & Giles, Inc. Investment related - no Address: 1081 Tannery Row, Forest, VA 24551 Nature of Business: leather goods Board of Directors member as of 10/31/2023 Approximate 0.5 hours/month devoted; 0 hours during securities trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Baber White's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 4, 2013 - Present

PETTYJOHN, WOOD & WHITE, INC.

Office #1: 1925 Atherholt Road, Lynchburg, VA 24501

RIA

CRD#: 106403

LYNCHBURG, VA

Past

July 3, 2002 - February 20, 2014

WOOD & WHITE INVESTMENT ADVISORS, L.L.C.

RIA

CRD#: 121240

LYNCHBURG, VA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PETTYJOHN, WOOD & WHITE, INC.

OLD DOMINION CLIENT SERVICES, LLC | THE PETTYJOHN COMPANY | PETTYJOHN, WOOD & WHITE, INC. | PETTYJOHN CO

CRD#: 106403 / SEC#: 801-13803

RIA

Registered Investment Advisory firm - (5/10/1978 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(1/4/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/17/1998

Uniform Investment Adviser Law Examination

Current Firm

PETTYJOHN, WOOD & WHITE, INC.

OLD DOMINION CLIENT SERVICES, LLC | THE PETTYJOHN COMPANY | PETTYJOHN, WOOD & WHITE, INC. | PETTYJOHN CO

CRD#: 106403 / SEC#: 801-13803

RIA

Registered Investment Advisory firm - (5/10/1978 Approved)

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Contact information

Main Address

1925 Atherholt Road, Lynchburg, VA 24501

Mailing Address

P. O. Box 310, Lynchburg, VA 24505

Phone number

(434) 845-1266

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART II BROCHURE (3/18/2025)

Regulatory assets under management

Total Number of Accounts	976
AUM (Assets Under Management)	$ 853,805,405

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/30/2024	Cover Page	Report
11/13/2023	Cover Page	Report
02/02/2023	Cover Page	Report

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.

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Charles B. White

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Baber White's CRS (Customer Relationship Summary).

Certified licenses

Experience

PETTYJOHN, WOOD & WHITE, INC.

WOOD & WHITE INVESTMENT ADVISORS, L.L.C.

Primary Firm SEC Registration

PETTYJOHN, WOOD & WHITE, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/17/1998

Current Firm

PETTYJOHN, WOOD & WHITE, INC.

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

PETTYJOHN, WOOD & WHITE, INC.

TRUST BUT VERIFY

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