Unclaimed
Brian Joseph White is a financial advisor associated with Vermillion & White Wealth Management Group. Brian is a CERTIFIED FINANCIAL PLANNER™ professional and is registered in Pennsylvania and New Jersey. Brian has been working in the industry since 2002. Brian has experience providing financial planning services to individuals, families, and businesses. Brian also provides investment management services and is experienced working with retirement plans.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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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PA
09/13/2013 - Present
Vermillion & White Wealth Management Group (PHOENIXVILLE PA)
PA
10/06/2002 - 06/27/2007
AMERIPRISE FINANCIAL SERVICES, INC. (CONSHOHOCKEN PA)
MN
10/06/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/23/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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