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Geoffrey Wayne White

Capital Strategies Group, LLC

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About Geoffrey Wayne White

Geoffrey Wayne White is a financial advisor with Capital Strategies Group, LLC, based in Tempe, Arizona. He has been registered with the Securities and Exchange Commission (SEC) since 2000 and has a long history of experience in the financial services industry. He is a Certified Financial Planner and a Chartered Financial Consultant, and his expertise includes financial planning, pension consulting and investment management. Geoffrey has served clients including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. He is dedicated to providing personalized financial advice and helping clients achieve their financial goals.

Firm Information

Geoffrey White is currently registered with Capital Strategies Group, LLC. Capital Strategies Group, LLC is an investment advisor that provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm has approximately $89.5 million in regulatory assets under management.

$89.56M

Assets Under Management

12

Total Clients

3

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Geoffrey White’s Registration & Firm History

AZ

08/16/2023 - Present

Capital Strategies Group, LLC (TEMPE AZ)

VT

07/19/2002 - 04/19/2006

EQUITY SERVICES, INC. (MONTPELIER VT)

TX

12/17/2001 - 07/16/2002

CAMDEN FINANCIAL SERVICES (KELLER TX)

FL

02/09/2001 - 12/14/2001

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

NY

12/07/1999 - 02/22/2001

MONY SECURITIES CORPORATION (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/01/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/15/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/14/2000

Series 7 - General Securities Representative Examination

BC

Issued 12/04/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Geoffrey Wayne White.
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