Unclaimed
Brevin White is a registered investment advisor representative with Mio Partners, Inc. Brevin has been working in the financial industry since July 2022. Previously, Brevin worked at Truist Securities in Atlanta, Georgia, Princeton University in Princeton, New Jersey, and ButcherJoseph & Co. in St. Louis, Missouri. Brevin holds licenses in Georgia. Brevin has experience in the financial services industry and has passed the Uniform Securities Agent State Law Examination and the Uniform Investment Adviser Law Examination. Brevin specializes in Portfolio Management for Pooled Investment Vehicles and Financial Planning.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Portfolio management for employees securities companies
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Reimbursement of expenses
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GA
01/08/2025 - Present
MIO Partners, Inc. (Atlanta GA)
Active
Inactive
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