Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Allen White has been in the financial services industry since January 16, 1995. David is currently registered with Raymond James Financial Services Advisors, Inc. as a Registered Representative. David has previously worked at Raymond James Financial Services, Inc., LM Financial Partners, Inc., LaSalle St Securities, L.L.C., and TCF Securities, Inc. David is licensed to sell securities in 24 states. David also holds the Series 6, Series 7, Series 63, and Series 65 licenses. David is a dual employee of First Mid Bank & Trust and assists clients with retirement/financial planning and investment management in his role as a Financial Advisor.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
IL
01/23/2019 - Present
Raymond James Financial Services Advisors, Inc. (Belvidere IL)
IL
12/09/2002 - 04/03/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (BELVEDERE IL)
LA
07/25/1997 - 12/12/2002
LM FINANCIAL PARTNERS, INC. (NEW ORLEANS LA)
IL
02/27/1997 - 08/26/1997
LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)
MN
12/19/1994 - 02/27/1997
TCF SECURITIES, INC. (MINNEAPOLIS MN)
IA
Issued 07/12/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/17/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David White is the right advisor for you? Invested Better is here to help.
