Michael S. White
DREHER FINANCIAL PARTNERS
Southern Pines, NC 28387
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CRD#: 6488455
Professional summary
Michael Stephen White, CFP® is a registered financial advisor currently at DREHER FINANCIAL PARTNERS located in Southern Pines, North Carolina.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Michael has worked at 1 firm and has passed the Series 65 exam.
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Stephen 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®
CFP®
Start date: 2020
Experience
Current
July 17, 2015 - Present
DREHER FINANCIAL PARTNERS
Office #1: 275 Se Broad Street, Southern Pines, NC 28387RIA
CRD#: 104537
Southern Pines, NC
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".
DF
DREHER FINANCIAL PARTNERS
DREHER FINANCIAL PARTNERS | LONGLEAF CAPITAL MANAGEMENT | HENRY SAMUEL DREHER D/B/A H. S. DREHER CAPITAL MANAGEMENT, LLC | H.S. DREHER CAPITAL MANAGEMENT,LLC | H. S. DREHER MANAGEMENT, LLC | H. S. DREHER CAPITAL MANAGEMENT, LLC | H. S. DREHER CAPITAL MANAGEMENT LLC | H. S. DREHER CAPITAL MANAGEMENT | DREHER, HENRY SAMUEL
CRD#: 104537 / SEC#: 801-125002
RIA
Registered Investment Advisory firm - (5/17/2022 Approved)Illinois
Registered Investment Advisory firm - (10/29/2012 Terminated)North Carolina
Registered Investment Advisory firm - (5/27/2022 Terminated)Texas
Registered Investment Advisory firm - (12/31/2020 Terminated)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
North Carolina(7/17/2015)
Current Firm
DF
DREHER FINANCIAL PARTNERS
DREHER FINANCIAL PARTNERS | LONGLEAF CAPITAL MANAGEMENT | HENRY SAMUEL DREHER D/B/A H. S. DREHER CAPITAL MANAGEMENT, LLC | H.S. DREHER CAPITAL MANAGEMENT,LLC | H. S. DREHER MANAGEMENT, LLC | H. S. DREHER CAPITAL MANAGEMENT, LLC | H. S. DREHER CAPITAL MANAGEMENT LLC | H. S. DREHER CAPITAL MANAGEMENT | DREHER, HENRY SAMUEL
CRD#: 104537 / SEC#: 801-125002
RIA
Registered Investment Advisory firm - (5/17/2022 Approved)Illinois
Registered Investment Advisory firm - (10/29/2012 Terminated)North Carolina
Registered Investment Advisory firm - (5/27/2022 Terminated)Texas
Registered Investment Advisory firm - (12/31/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
275 Se Broad Street, Southern Pines, NC 28387
Mailing Address
275-1 Se Broad Street, Southern Pines, NC 28387
Phone number
(910) 692-4330
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 488 |
| AUM (Assets Under Management) | $ 135,860,000 |
Red Flags
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