Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Patrick White is a registered Investment Advisor Representative in Texas with Stephens Investment Management Group, LLC. Frank has over 30 years of experience in the financial services industry. Frank’s registration with Stephens Investment Management Group, LLC began in October 2005. Previously, Frank was also registered with STEPHENS and A I M DISTRIBUTORS, INC. Frank holds the Series 6, Series 63, Series 26 and Series 65 licenses. Frank is also a registered representative of Stephens Investment Management Group, 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.
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.
Registrant provides its model portfolios as recommended strategy models to other advisers for use in their advisory services.
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.
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TX
10/10/2005 - Present
Stephens Investment Management Group, LLC (HOUSTON TX)
TX
10/10/2005 - 12/22/2023
STEPHENS (HOUSTON TX)
TX
06/16/1992 - 10/03/2005
A I M DISTRIBUTORS, INC. (HOUSTON TX)
IA
Issued 08/26/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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