Geoffrey W. White
Professional summary
Geoffrey Wayne White, CFP®, ChFC®, who also goes by Geoff Wayne White, is a registered financial advisor currently at CAPITAL STRATEGIES GROUP, LLC located in Tempe, Arizona.
Geoffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Geoffrey has worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Geoffrey Wayne White's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2003
Experience
May 9, 2006 - Present
CAPITAL STRATEGIES GROUP, LLC
Office #1: 2151 E. Baseline Road Suite 101, Tempe, AZ 85283July 19, 2002 - April 19, 2006
EQUITY SERVICES, INC.
December 17, 2001 - July 16, 2002
CAMDEN FINANCIAL SERVICES
February 9, 2001 - December 14, 2001
RAYMOND JAMES FINANCIAL SERVICES, INC.
December 7, 1999 - February 22, 2001
MONY SECURITIES CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/9/2006)
(8/16/2023)
Exams
Current Firm
CAPITAL STRATEGIES GROUP, LLC
CRD#: 140120 / SEC#: 801-69268
Contact information
Regulatory assets under management
| Total Number of Accounts | 410 |
| AUM (Assets Under Management) | $ 89,564,631 |
Red Flags
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