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Ernest White

Truist Advisory Services, Inc.

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About Ernest White

Ernest White is a financial advisor with over 10 years of experience in the financial services industry. Ernest is currently registered with Truist Advisory Services, Inc. and has a Series 7, Series 66 and SIE licenses. Ernest has experience in various aspects of financial planning including portfolio management, financial profiling, and publication of periodicals. In addition to working with individuals, Ernest also works with businesses, corporations, and non-profit organizations. Prior to joining Truist Advisory Services, Ernest was employed by VALIC Financial Advisors, Inc. and AXA Advisors, LLC. Ernest is committed to providing personalized financial advice that meets the unique needs of each of clients.

Firm Information

Ernest White is currently registered with Truist Advisory Services, Inc.. Truist Advisory Services, Inc. is an investment advisor registered with the SEC. They provide financial planning, portfolio management for individuals and businesses, publication of periodicals, selection of other advisors, and wrap fee products and financial profiling services. Their main office is located in Atlanta, GA and they have approximately 2,079 investment advisor representatives and 1,756 licensed agents. They manage over $61 billion in assets for individuals, high-net-worth individuals, corporations, and other clients.
Truist Advisory Services, Inc.

303 PEACHTREE CENTER AVENUE,

ATLANTA, GA 30303

$61.37B

Assets Under Management

560

Total Clients

1,881

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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wrap fee product and financial profiling services using desktop software

Wrap fee product and financial profiling services using desktop software

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ernest White’s Registration & Firm History

FL

05/03/2017 - Present

Truist Advisory Services, Inc. (ORLANDO FL)

FL

12/23/2013 - 01/26/2017

VALIC FINANCIAL ADVISORS, INC. (ORLANDO FL)

FL

02/27/2008 - 10/02/2013

AXA ADVISORS, LLC (ORLANDO FL)

FL

07/07/2006 - 01/09/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ORLANDO FL)

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Licenses & Designations

BOTH

Issued 09/22/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/06/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Ernest White. Review regulatory record here.
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