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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Quinn White is a financial advisor with Eaton Vance Management. David has over 20 years of experience in the financial services industry. David holds FINRA Series 6, 7, 24, 63 and 65 licenses and is registered with the state of Massachusetts. Before joining Eaton Vance Management, David worked at John Hancock Distributors LLC, John Hancock Funds, LLC, and Guardian Investor Services LLC. David Quinn White specializes in providing financial advice to a wide range of clients including high-net-worth individuals, corporations, investment companies, pooled investment vehicles, and pension and profit-sharing plans. David is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of portfolio income
1
2
MA
02/01/2016 - Present
Eaton Vance Management (BOSTON MA)
MA
07/08/2010 - 01/14/2016
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
MA
12/15/2005 - 01/14/2016
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
NY
05/05/2004 - 12/12/2005
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
MA
07/29/2002 - 04/29/2004
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
RI
12/01/1997 - 06/28/2001
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IA
Issued 03/26/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/28/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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