Unclaimed
Charles Baber White is an Investment Adviser Representative with Pettyjohn, Wood & White, Inc. Charles is a registered Investment Advisor with the state of Virginia. He has a Series 65 license and is also a Chartered Financial Analyst. Charles has been in the financial industry since 1998. His current employment with Pettyjohn, Wood & White, Inc. started in December of 2021.
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.
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.
Hourly and fixed fees for financial planning services
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VA
01/04/2013 - Present
Pettyjohn, Wood & White, Inc. (LYNCHBURG VA)
IA
Issued 02/17/1998
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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