Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles White is a financial advisor with Independent Advisor Alliance, LLC, a Registered Investment Advisor firm. Charles is also registered as an investment advisor representative in Georgia, North Carolina, Pennsylvania, Texas and Virginia. Charles has over 10 years of experience in the financial services industry. Charles is a graduate of [Insert Degree/University name], and holds the Series 66, Series 7 and the SIE securities licenses. Charles specializes in providing financial planning, portfolio management and educational seminars to individual clients, as well as pension consulting and portfolio management for businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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VA
03/30/2021 - Present
Independent Advisor Alliance, LLC (Roanoke VA)
VA
12/02/2019 - 03/30/2021
EQUITABLE ADVISORS, LLC (ROANOKE VA)
BOTH
Issued 05/11/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/03/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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