Unclaimed
Dennis White is an investment advisor representative at First Command Advisory Services, working from the Addison, TX office. Dennis has been in the financial industry since July 2013 and is registered with the state of Texas as both a Broker-Dealer and an Investment Advisor. Dennis has passed the Series 6, 7, 24, 63, and 65 exams and is licensed to provide investment advice in Arizona, Arkansas, California, Ohio, Oklahoma, Pennsylvania, Texas, Utah, and Washington. Dennis is also the owner of Dennis B. White Financial Planning, LLC.
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.
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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2
TX
05/15/2020 - Present
First Command Advisory Services (Addison TX)
IA
Issued 09/20/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2017
Series 7 - General Securities Representative Examination
BC
Issued 07/30/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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