Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian White is a financial advisor with Empower Advisory Group, LLC. Brian has been in the financial services industry since September 7, 2019. Brian is registered with the state of Oklahoma as an Investment Advisor Representative. Brian has previously worked with Charles Schwab & Co., Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Edward Jones. Brian is a Series 66, Series 7 and SIE licensed professional. Brian is a licensed professional in 52 states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin and Wyoming. Brian specializes in providing financial advice to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and state or municipal government entities.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
OK
10/20/2022 - Present
Empower Advisory Group, LLC (Yukon OK)
OK
11/02/2021 - 10/18/2022
CHARLES SCHWAB & CO., INC. (Oklahoma City OK)
OK
04/15/2019 - 11/12/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NORMAN OK)
OK
09/14/2017 - 04/11/2019
EDWARD JONES (YUKON OK)
BOTH
Issued 01/04/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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