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Brian Delvin White

Tradier Brokerage, Inc.

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About Brian Delvin White

Brian Delvin White is a financial professional with over 10 years of experience in the financial services industry. Brian is currently registered with Tradier Brokerage, Inc. in North Carolina. Brian has held previous registrations with several firms, including WELLS FARGO CLEARING SERVICES, LLC, THE GMS GROUP, LLC, and NYLIFE SECURITIES LLC. Brian is licensed to sell securities in North Carolina and has passed the Series 63, Series 7, and SIE exams.

Firm Information

Brian White is currently registered with Tradier Brokerage, Inc.. Tradier Brokerage, Inc. is a corporation that was formed on September 17, 1993. They are registered with the SEC and in all 50 states, as well as Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Brian White’s Registration & Firm History

NC

03/28/2019 - Present

Tradier Brokerage, Inc. (CHARLOTTE NC)

NC

02/06/2015 - 06/12/2018

WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)

NJ

04/17/2013 - 10/02/2013

THE GMS GROUP, LLC (JERSEY CITY NJ)

NY

01/23/2012 - 05/14/2012

OLSON, CROSS & ALAMO LLC (BROOKLYN NY)

NY

02/04/2011 - 10/26/2011

INVESTORS CAPITAL CORP. (NEW YORK NY)

NY

08/25/2009 - 10/19/2009

NYLIFE SECURITIES LLC (BROOKLYN NY)

NY

12/15/2008 - 01/21/2009

METLIFE SECURITIES INC. (BROOKLYN NY)

NY

12/20/2006 - 12/11/2007

CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)

NE

11/24/2004 - 04/04/2006

TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)

NY

05/26/2000 - 04/23/2003

MURIEL SIEBERT & CO., INC. (NEW YORK NY)

NY

05/19/1999 - 06/23/1999

MASON HILL & CO., INC. (NEW YORK NY)

NY

09/23/1998 - 03/10/1999

WEATHERLY SECURITIES CORPORATION (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/09/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/12/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/22/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Delvin White.
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