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Perry L White

Fifth Third Securities, Inc.

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About Perry L White

Perry L. White is a financial professional with over 25 years of experience in the financial services industry. Perry is currently registered with Fifth Third Securities, Inc. in Charlotte, NC. Prior to joining Fifth Third, Perry was with SunTrust Robinson Humphrey, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Banc of America Securities LLC.

Firm Information

Perry White is currently registered with Fifth Third Securities, Inc.. Fifth Third Securities, Inc. is a corporation headquartered in Cincinnati, Ohio. Founded in 1925, the firm offers a variety of advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Fifth Third Securities, Inc. manages over $7.9 billion in assets for a diverse range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm also participates in a wrap fee program.
Fifth Third Securities, Inc.

201 N TRYON ST

CHARLOTTE, NC 28202

$7.98B

Assets Under Management

Not reported

Total Clients

1,080

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 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.

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sponsor wrap fee program

Sponsor wrap fee program

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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percentage of assets

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

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Perry White’s Registration & Firm History

NC

10/18/2017 - Present

Fifth Third Securities, Inc. (CHARLOTTE NC)

GA

06/24/2013 - 08/21/2017

SUNTRUST ROBINSON HUMPHREY, INC. (ATLANTA GA)

NC

09/15/2011 - 06/20/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)

NC

10/01/1998 - 07/01/2010

BANC OF AMERICA SECURITIES LLC (CHARLOTTE NC)

CA

03/12/1996 - 10/01/1998

BANCAMERICA SECURITIES, INC. (SAN FRANCISCO CA)

NY

11/21/1994 - 03/19/1996

CITICORP SECURITIES, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/5/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/12/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 6/19/2012

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 11/18/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Perry L White.
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