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Matthew Leon White

White McGowan

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About Matthew Leon White

Matthew Leon White is a financial advisor with White McGowan, a firm based in Little Rock, Arkansas. Matthew has been a financial advisor since 2007. Matthew's experience spans a variety of financial institutions and he holds several licenses and registrations, including the Series 6, 63, and 65 exams. Matthew has a passion for helping clients achieve their financial goals and provides a variety of services to individuals and families. Matthew offers financial planning, advisory consulting, and educational seminars.

Firm Information

Matthew White is currently registered with White McGowan. White McGowan is an advisory firm with 55451019 in regulatory assets under management. The firm offers financial planning, educational seminars, portfolio management for individuals, and selection of other advisers. The firm has 3 licensed agents and 2 investment adviser representatives. The firm advises high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans.

$55.45M

Assets Under Management

3

Total Clients

2

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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advisory consulting

Advisory consulting

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

AR

10/25/2018 - Present

White McGowan (LITTLE ROCK AR)

AR

06/09/2015 - 06/07/2018

MML INVESTORS SERVICES, LLC (LITTLE ROCK AR)

AR

01/27/2009 - 06/11/2015

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LITTLE ROCK AR)

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Licenses & Designations

IA

Issued 09/29/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/28/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/07/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/26/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 4 public disclosures for Matthew Leon White. Review regulatory record here.
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