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Caleb White

Northwestern Mutual Investment Services, LLC

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About Caleb White

Caleb White is a financial advisor registered with Northwestern Mutual Investment Services, LLC and has been in the industry since January 18, 2016. Caleb White's office is located in Durham, NC, and Caleb White is licensed in Arizona, Arkansas, Connecticut, Florida, Georgia, Indiana, Kentucky, Maine, Michigan, Mississippi, New York, North Carolina, Pennsylvania, South Carolina, Virginia and Washington. Caleb White is a registered Investment Advisor Representative in North Carolina. Caleb White has also worked for CETERA ADVISOR NETWORKS LLC in West Columbia, SC and METLIFE SECURITIES INC. in Columbia, SC.

Firm Information

Caleb White is currently registered with Northwestern Mutual Investment Services, LLC. Northwestern Mutual Investment Services, LLC is a Limited Liability Company formed in June 1998 and based in Milwaukee, Wisconsin. The firm offers investment research, referrals to other advisors, and acts as an investment advisor, providing advisory services to various client types, including individuals, corporations, and insurance companies. They are registered with the SEC and in all 50 states, boasting a large network of licensed agents, investment advisor representatives, and registered representatives. The firm has been involved in several regulatory events and one arbitration disclosure.
Northwestern Mutual Investment Services, LLC

240 LEIGH FARM RD

DURHAM, NC 27707

Not reported

Assets Under Management

1

Total Clients

10,224

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.

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investment research; referrals to other advisers

Investment research; referrals to other advisers

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Referral fees

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Caleb White’s Registration & Firm History

NC

10/07/2019 - Present

Northwestern Mutual Investment Services, LLC (DURHAM NC)

SC

09/09/2015 - 12/31/2017

CETERA ADVISOR NETWORKS LLC (WEST COLUMBIA SC)

SC

09/20/2013 - 02/09/2015

METLIFE SECURITIES INC. (COLUMBIA SC)

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Licenses & Designations

IA

Issued 3/3/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/18/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/31/2017

SIE - Securities Industry Essentials Examination

BC

Issued 8/12/2014

Series 7 - General Securities Representative Examination

BC

Issued 9/20/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Caleb White.
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