linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Michelle Marie White

Halbert Hargrove

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michelle? Claim Your Profile

About Michelle Marie White

Michelle Marie White is a Registered Investment Advisor Representative with Halbert Hargrove, based in Long Beach, CA. Michelle has been in the industry since 1994 and has a strong background in client service and investment consulting. Michelle holds several industry certifications including the Series 6, 7, and 66 exams. Michelle has experience working with individuals, corporations, charitable organizations, and pension and profit-sharing plans.

Firm Information

Michelle White is currently registered with Halbert Hargrove. Halbert Hargrove is an investment advisor based in LONG BEACH, CA. The firm provides investment consulting and financial planning services to individuals, corporations, charitable organizations, and pension and profit-sharing plans. Halbert Hargrove manages approximately $3.16 billion in assets, including discretionary and non-discretionary accounts. They also offer educational seminars, publish periodicals, and select other advisors.
Halbert Hargrove

111 WEST OCEAN BOULEVARD

LONG BEACH, CA 90802-7908

$3.16B

Assets Under Management

3

Total Clients

34

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

investment consulting

Investment 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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michelle White’s Registration & Firm History

CA

04/11/2006 - Present

Halbert Hargrove (LONG BEACH CA)

CA

05/18/1999 - 12/31/2010

HALBERT, HARGROVE & CO. (LONG BEACH CA)

Not sure if Michelle Marie White is right for you?

Licenses & Designations

BOTH

Issued 09/14/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/28/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/17/1999

Series 7 - General Securities Representative Examination

BC

Issued 06/29/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michelle Marie White.
Not sure if Michelle Marie White is right for you?