Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Andrew White is an investment advisor representative at Advisor Share Wealth Management. John has over 40 years of experience in the financial services industry. John has a broad background in securities and investment advising, including a previous position at Cambridge Legacy Securities LLC and H. Beck, Inc. John provides financial planning, pension consulting, and portfolio management for individuals and businesses. In addition to Advisor Share Wealth Management, John is a sole proprietor of INVT REL and provides insurance services to clients.
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.
Comprehensive asset management platform provider
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.
Investment platform fees
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2
WA
10/01/2024 - Present
Advisor Share Wealth Management (VANCOUVER WA)
TX
03/15/2010 - 07/01/2011
CAMBRIDGE LEGACY SECURITIES L.L.C. (DALLAS TX)
GA
11/13/2006 - 03/22/2010
H. BECK, INC. (BREMEN GA)
GA
01/17/2006 - 11/13/2006
SECURITIES SERVICE NETWORK, INC. (BREMEN GA)
FL
07/12/2001 - 01/18/2006
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IL
04/03/2001 - 07/18/2001
RICHARD B. VANCE & COMPANY (JOLIET IL)
OH
05/05/1988 - 04/05/2001
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
NA
02/03/1986 - 05/10/1988
INTEGRATED RESOURCES EQUITY CORPORATION
NA
09/23/1976 - 02/12/1986
NEL EQUITY SERVICES CORPORATION
NA
11/12/1971 - 07/30/1972
SUNCAN EQUITY SERVICES COMPANY
IA
Issued 09/08/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/1971
Series 1 - Registered Representative Examination
Active
Inactive
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