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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Patrick White is an investment advisor representative registered with Regal Investment Advisors LLC. James is a highly experienced financial professional with over 20 years in the industry. James has a broad range of experience working with individuals, corporations and charitable organizations. James also has experience in financial planning, pension consulting, and portfolio management. Previous to Regal Investment Advisors LLC, James worked at Fifth Third Securities, Inc. and Edward Jones.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
Third party fees
1
2
MI
09/07/2018 - Present
Regal Investment Advisors LLC (KENTWOOD MI)
MI
06/29/2005 - 09/13/2018
FIFTH THIRD SECURITIES, INC. (GRAND RAPIDS MI)
MO
05/18/2001 - 06/06/2005
EDWARD JONES (ST. LOUIS MO)
OH
05/02/2001 - 08/16/2001
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
MI
04/11/2001 - 05/02/2001
OLD KENT FINANCIAL ADVISORS (GRAND RAPIDS MI)
IA
Issued 11/08/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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