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Michael Todd White

Schwab Wealth Advisory, Inc.

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About Michael Todd White

Michael Todd White is a registered investment advisor representative with Schwab Wealth Advisory, Inc., operating in the Indianapolis area. Michael has been in the financial industry since August 2006. Michael is licensed to provide investment advice in 27 states and is a registered representative in Indiana and Texas. Michael holds the Series 63, Series 66, Series 7, and SIE licenses. Michael is dedicated to providing personalized financial advice to individuals and families. Michael's primary focus is to help clients achieve their financial goals through comprehensive financial planning and investment management.

Firm Information

Michael White is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Michael White’s Registration & Firm History

IN

01/02/2020 - Present

Schwab Wealth Advisory, Inc. (INDIANAPOLIS IN)

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Licenses & Designations

BOTH

Issued 06/24/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/25/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/21/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Michael Todd White.
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