Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eddie? Claim Your ProfileEddie Allen White is a financial advisor with over 30 years of experience in the industry. Eddie is currently registered with Calton & Associates, Inc., a firm based in Tampa, FL. Eddie has a strong background in investments, including experience with General Securities, Direct Participation Programs, and Investment Company Products/Variable Contracts. Eddie has also held positions with other firms in the past, including CAPITAL FINANCIAL SERVICES, INC. and UNITED HERITAGE FINANCIAL SERVICES, INC. Eddie has a focus on helping clients achieve their financial goals and has been recognized for their expertise in the field.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
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.
1
2
FL
07/01/2019 - Present
Calton & Associates, Inc. (TAMPA FL)
UT
03/07/2007 - 07/01/2019
CAPITAL FINANCIAL SERVICES, INC. (WEST JORDAN UT)
ID
10/05/1995 - 03/07/2007
UNITED HERITAGE FINANCIAL SERVICES, INC. (DONNELLY ID)
MO
01/14/1994 - 09/27/1995
ANDOVER SECURITIES, INC. (KANSAS CITY MO)
KS
08/18/1986 - 09/29/1993
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 12/01/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/01/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/14/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Eddie White is the right advisor for you? Invested Better is here to help.
