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TW

Tiffany C. White

HALTER FERGUSON FINANCIAL
Carmel, IN 46032
Some features on this profile are disabled
CRD#: 6435426
TW

Professional summary

Tiffany Christina White, CFP®, who also goes by Tiffany Christina Cao, is a registered financial advisor currently at HALTER FERGUSON FINANCIAL INC located in Carmel, Indiana.

Tiffany is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Tiffany has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Tiffany Christina Cao

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tiffany Christina 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®
CFP®

Certified Financial Planner

Start date: 2014

Experience

Current

January 5, 2015 - Present

HALTER FERGUSON FINANCIAL INC

Office #1: 13080 Grand Blvd. Suite 130, Carmel, IN 46032
RIA
CRD#: 109563
Carmel, IN

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".
HF
HALTER FERGUSON FINANCIAL INC
HALTER FERGUSON FINANCIAL INC

CRD#: 109563 / SEC#: 801-57288

RIA
Registered Investment Advisory firm - (2/18/2000 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
Indiana
(1/5/2015)

Exams

Current Firm

HF
HALTER FERGUSON FINANCIAL INC
HALTER FERGUSON FINANCIAL INC

CRD#: 109563 / SEC#: 801-57288

RIA
Registered Investment Advisory firm - (2/18/2000 Approved)
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Contact information

Main Address
13080 Grand Blvd. Suite 130, Carmel, IN 46032
Mailing Address
Phone number
(317) 875-0202
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (14 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 AND 2B 022625 (2/26/2025)

Regulatory assets under management

Total Number of Accounts950
AUM (Assets Under Management)$ 487,810,150

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
12/16/2022
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.

Company Information

HALTER FERGUSON FINANCIAL INC

CRD#: 109563Carmel, IN 46032

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