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MW

Matthew D. White

ENDURANCE INVESTMENT STRATEGIES
Fresno, CA
Some features on this profile are disabled
CRD#: 5324827
MW

Professional summary

Matthew David White is a registered financial advisor currently at ENDURANCE INVESTMENT STRATEGIES, INC. located in Fresno, California.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Matthew has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

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) CA INSURANCE AGENT OFFERING SALES OF FIXED INSURANCE LIFE, HEALTH, ACCIDENT THROUGH DBA "ENDURANCE INVESTMENT STRATEGIES" SINCE 10/2007. APPROXIMATELY LESS THAN 5% TIME SPENT. BUSINESS CONDUCTED AT OFFICE ADDRESS OF RECORD. (2) SALES OF AGRICULTURAL PRODUCTS- BEEKEEPING. SINCE JULY 2015. NON-INVESTMENT RELATED. 1% TIME SPENT. BUSINESS CONDUCTED AT ADDRESS OF RECORD

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew David White's 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

February 25, 2016 - Present

ENDURANCE INVESTMENT STRATEGIES, INC.

RIA
CRD#: 269867
Fresno, CA
Past

August 31, 2010 - February 19, 2016

INDEPENDENT FINANCIAL GROUP, LLC

RIA
CRD#: 7717
FRESNO, CA
Past

August 27, 2010 - February 19, 2016

INDEPENDENT FINANCIAL GROUP, LLC

BD
CRD#: 7717
FRESNO, CA
Past

June 25, 2007 - September 2, 2010

EDWARD JONES

RIA
CRD#: 250
FRESNO, CA
Past

June 7, 2007 - September 2, 2010

EDWARD JONES

BD
CRD#: 250
FRESNO, CA

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
California
(2/25/2016)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/22/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 2/19/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/6/2007
General Securities Representative Examination

Current Firm

EI
ENDURANCE INVESTMENT STRATEGIES, INC.
ENDURANCE INVESTMENT STRATEGIES | WHITE, MATTHEW DAVID | ENDURANCE INVESTMENT STRATEGIES, INC.

CRD#: 269867 / SEC#:

California
Registered Investment Advisory firm - (2/25/2016 Approved)
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Contact information

Main Address
Fresno, CA
Mailing Address
Phone number
(559) 408-7065
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts100
AUM (Assets Under Management)$ 25,000,000

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.

Company Information

ENDURANCE INVESTMENT STRATEGIES, INC.

CRD#: 269867Fresno, CA

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