Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor Mackenzie White is an Investment Advisor Representative associated with J M Brown Financial Partners. Connor is registered to provide investment advice in California and Oklahoma. Connor has been a licensed insurance agent in Oklahoma since 2016. Connor has a Series 65 license. Connor has been with J M Brown Financial Partners since 2015. Connor specializes in providing financial planning services, pension consulting, and portfolio management services.
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.
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
08/03/2015 - Present
J M Brown Financial Partners (TULSA OK)
IA
Issued 06/05/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Connor White is the right advisor for you? Invested Better is here to help.
