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Matthew David White

Endurance Investment Strategies, Inc.

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About Matthew David White

Matthew David White is a financial advisor registered with Endurance Investment Strategies, Inc. Matthew has been a registered investment advisor representative since 2010 and has experience in the financial services industry. Matthew is registered in California and holds the Series 66, Series 7, and the Securities Industry Essentials Examination licenses. Endurance Investment Strategies, Inc. provides financial planning, selection of other advisors, and portfolio management for individuals. The firm has approximately $25 million in assets under management.

Firm Information

Matthew White is currently registered with Endurance Investment Strategies, Inc.. Endurance Investment Strategies, Inc. is an investment advisor registered with the SEC. They provide financial planning and portfolio management services to individuals, both high-net-worth and other, with a total of 44 clients and $25 million in regulatory assets under management. The firm also offers selection of other advisors, and manages both discretionary and non-discretionary accounts. They can be reached at HTTP://WWW.ENDURANCE-INVESTMENTS.COM.

$25.00M

Assets Under Management

Not reported

Total Clients

1

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 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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Matthew White’s Registration & Firm History

CA

02/25/2016 - Present

Endurance Investment Strategies, Inc. (FRESNO CA)

CA

08/27/2010 - 02/19/2016

INDEPENDENT FINANCIAL GROUP, LLC (FRESNO CA)

CA

06/07/2007 - 09/02/2010

EDWARD JONES (FRESNO CA)

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Licenses & Designations

BOTH

Issued 06/22/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/19/2016

SIE - Securities Industry Essentials Examination

BC

Issued 06/06/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew David White.
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