Anissa White
Professional Summary
Anissa White, who also goes by Anissa Ghevette White, is a registered financial advisor currently at APEX CLEARING CORPORATION located in Dallas, Texas. Anissa is registered as a RR (Registered Representative) and started their career in finance in 2023. Anissa has worked at 1 firm and has passed the Series 99TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Anissa Ghevette White
Similar Advisors
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ORION WEALTH MANAGEMENT LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ORION WEALTH MANAGEMENT LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ORION WEALTH MANAGEMENT LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ORION WEALTH MANAGEMENT LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Years of Experience
6 years registered in the securities industry
Current & Past Employments
Current
Similar Advisors
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ORION WEALTH MANAGEMENT LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Current Firm
ADP CLEARING & OUTSOURCING SERVICES, INC. | U.S. CLEARING CORP. | RIDGE CLEARING & OUTSOURCING SOLUTIONS, INC. | Q & R CLEARING CORPORATION | FLEET SECURITIES, INC. | APEX CLEARING CORPORATION
Contact Information
Main Address
One Dallas Center 350 N. St. Paul, Suite 1300, Dallas, TX 75201Mailing Address
One Dallas Center 350 N. St. Paul, Suite 1300, Dallas, TX 75201Phone Number
(214) 765-1100Established
New York since 12/22/1978Firm Type
CorporationFiscal Year End
DecemberFirm Size
MediumFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
50Arbitration
8Similar Advisors
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ORION WEALTH MANAGEMENT LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ORION WEALTH MANAGEMENT LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
Similar Advisors
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ORION WEALTH MANAGEMENT LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CRS (Client Relationship Summary) - BD
Click below to view Anissa White's CRS (Customer Relationship Summary).
Similar Advisors
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ORION WEALTH MANAGEMENT LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC