Douglas White
Professional summary
Douglas White, CFP®, who also goes by Doug White, Douglas Hamilton White, is a registered financial advisor currently at GUIDESTONE ADVISORS located in Dallas, Texas and GUIDESTONE FINANCIAL SERVICES located in Dallas, Texas.
Douglas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Douglas has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Douglas White's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2014
Experience
September 29, 2009 - Present
GUIDESTONE ADVISORS
Office #1: 5005 Lbj Freeway Ste. 2200, Dallas, TX 75244-6152September 14, 2009 - Present
GUIDESTONE FINANCIAL SERVICES
Office #1: 5005 Lbj Freeway Ste. 2200, Dallas, TX 75244-6152May 24, 2001 - September 11, 2009
FORESIDE FUNDS DISTRIBUTORS LLC
October 31, 2000 - February 16, 2001
IDS LIFE INSURANCE COMPANY
October 31, 2000 - February 16, 2001
AMERIPRISE FINANCIAL SERVICES, LLC
Primary Firm SEC Registration
GUIDESTONE ADVISORS
CRD#: 149624 / SEC#: 801-70177
State Registrations and Notice Filings
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Visual representation of state registrations
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Exams
FINRA
Current Firm
GUIDESTONE ADVISORS
CRD#: 149624 / SEC#: 801-70177
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,414 |
| AUM (Assets Under Management) | $ 1,591,991,122 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/22/2024 | ||
| 01/26/2024 | ||
| 10/28/2022 |
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.
