John A. White

ADVISOR SHARE WEALTH MANAGEMENT

Carrollton, GA

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CRD#: 465143

Professional summary

John Andrew White is a registered financial advisor currently at ADVISOR SHARE WEALTH MANAGEMENT, LLC located in Carrollton, Georgia.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1971. John has worked at 16 firms and has passed the Series 65, Series 63 and Series 1 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1)John A. White, sole proprietor; INVT REL; 649 EAST MAIN STREET SUITE #7, CARROLLTON, GA 30513; ADVISORY AND INSURANCE; INSURANCE AGENT; START 07/2011; 160 HRS/MO; 160 HRS/MO. Duties include offering insurance products and services to clients and prospects.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Andrew 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

October 1, 2024 - Present

ADVISOR SHARE WEALTH MANAGEMENT, LLC

RIA

CRD#: 307997

Carrollton, GA

Past

December 10, 2020 - September 10, 2024

SEQUENT PLANNING, LLC

RIA

CRD#: 160381

CARROLLTON, GA

Past

January 6, 2016 - December 31, 2020

FINANCIAL GUIDEPOSTS

RIA

CRD#: 282006

CARROLLTON, GA

Past

August 30, 2012 - January 6, 2016

GRADIENT ADVISORS, LLC

RIA

CRD#: 152665

BLUE RIDGE, GA

Past

July 5, 2011 - August 29, 2012

RCHRISTIANFINANCIAL CONSULTANTS, LLC "THE CLIENTS FIDUCIARY"

RIA

CRD#: 154081

BREMEN, GA

Past

March 16, 2010 - July 1, 2011

ONYX WEALTH ADVISORS, INC.

RIA

CRD#: 119558

BREMEN, GA

Past

March 15, 2010 - July 1, 2011

CAMBRIDGE LEGACY SECURITIES L.L.C.

CRD#: 103722

DALLAS, TX

Past

November 15, 2006 - March 22, 2010

GROVE POINT INVESTMENTS, LLC

RIA

CRD#: 1763

BREMEN, GA

Past

November 13, 2006 - March 22, 2010

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

BREMEN, GA

Past

February 1, 2006 - November 13, 2006

SSN ADVISORY, INC.

RIA

CRD#: 126090

BREMEN, GA

Past

January 17, 2006 - November 13, 2006

SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

BREMEN, GA

Past

November 21, 2002 - January 18, 2006

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA

CRD#: 16164

BREMEN, GA

Past

July 12, 2001 - January 18, 2006

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

PHILADELPHIA, PA

Past

April 3, 2001 - July 18, 2001

RICHARD B. VANCE & COMPANY

CRD#: 3656

JOLIET, IL

Past

May 5, 1988 - April 5, 2001

CARILLON INVESTMENTS, INC.

CRD#: 14646

CINCINNATI, OH

Past

February 3, 1986 - May 10, 1988

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Past

September 23, 1976 - February 12, 1986

NEW ENGLAND SECURITIES

CRD#: 615

Past

November 12, 1971 - July 30, 1972

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

CRD#: 5496

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".

ADVISOR SHARE WEALTH MANAGEMENT, LLC

ADVISOR SHARE WEALTH MANAGEMENT | PEACE OF MIND PLANNING LLC | ADVISOR SHARE WEALTH MANAGEMENT, LLC

CRD#: 307997 / SEC#: 801-127122

RIA

Registered Investment Advisory firm - (1/3/2023 Approved)

Michigan

Registered Investment Advisory firm - (1/19/2023 Terminated)

Nevada

Registered Investment Advisory firm - (2/13/2023 Terminated)

Oklahoma

Registered Investment Advisory firm - (5/22/2023 Cancelled)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Georgia
(10/1/2024)

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: 9/8/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/12/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 1

Date: 11/10/1971

Registered Representative Examination

Current Firm

ADVISOR SHARE WEALTH MANAGEMENT, LLC

ADVISOR SHARE WEALTH MANAGEMENT | PEACE OF MIND PLANNING LLC | ADVISOR SHARE WEALTH MANAGEMENT, LLC

CRD#: 307997 / SEC#: 801-127122

RIA

Registered Investment Advisory firm - (1/3/2023 Approved)

Michigan

Registered Investment Advisory firm - (1/19/2023 Terminated)

Nevada

Registered Investment Advisory firm - (2/13/2023 Terminated)

Oklahoma

Registered Investment Advisory firm - (5/22/2023 Cancelled)

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Contact information

Main Address

13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684

Mailing Address

Phone number

(866) 232-3251

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (30 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (POM) (3/28/2025)

Regulatory assets under management

Total Number of Accounts	1,429
AUM (Assets Under Management)	$ 185,181,144

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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Firm Stability Insights

John A. White

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Andrew White's CRS (Customer Relationship Summary).

Certified licenses

Experience

SEQUENT PLANNING, LLC

FINANCIAL GUIDEPOSTS

GRADIENT ADVISORS, LLC

RCHRISTIANFINANCIAL CONSULTANTS, LLC "THE CLIENTS FIDUCIARY"

ONYX WEALTH ADVISORS, INC.

CAMBRIDGE LEGACY SECURITIES L.L.C.

GROVE POINT INVESTMENTS, LLC

GROVE POINT INVESTMENTS, LLC

SSN ADVISORY, INC.

SECURITIES SERVICE NETWORK, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

RICHARD B. VANCE & COMPANY

CARILLON INVESTMENTS, INC.

INTEGRATED RESOURCES EQUITY CORPORATION

NEW ENGLAND SECURITIES

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

Primary Firm SEC Registration

ADVISOR SHARE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/8/1997

Series 63

Date: 3/12/1984

Series 1

Date: 11/10/1971

Current Firm

ADVISOR SHARE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (30 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ADVISOR SHARE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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