Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allen? Claim Your ProfileAllen White is a financial advisor registered in Georgia and Texas. Allen has been working in the financial services industry since 2013. Allen currently holds a Series 7 and SIE license and is associated with Equity Investment Corp. Before joining Equity Investment Corp. Allen was a financial advisor at Wintrust Investments, LLC and Raymond James & Associates, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
GA
01/03/2023 - Present
Equity Investment Corp. (ATLANTA GA)
FL
09/27/2021 - 12/12/2022
WINTRUST INVESTMENTS LLC (Tampa FL)
FL
07/01/2014 - 07/29/2021
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
07/03/2013 - 06/30/2014
EAGLE FUND DISTRIBUTORS, INC. (ST. PETERSBURG FL)
FL
06/14/2013 - 07/03/2013
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 08/12/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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