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Renita Lynn Whitmire

Advisors Asset Management, Inc.

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About Renita Lynn Whitmire

Renita Lynn Whitmire is a financial professional with over 30 years of experience in the industry. Renita is currently registered with Advisors Asset Management, Inc. and is located in Boerne, Texas. Renita has held previous positions at First Financial Securities of America, Inc. Renita has passed numerous industry exams including the Series 6, 7, 11, 24, and 63. Renita specializes in portfolio management for individuals, businesses, and investment companies.

Firm Information

Renita Whitmire is currently registered with Advisors Asset Management, Inc.. Advisors Asset Management, Inc. is a corporation formed in 2008 and headquartered in Monument, Colorado. The firm provides investment advisory services to individuals, businesses, and pooled investment vehicles. They specialize in portfolio management and serve a wide range of clients including individuals, corporations, investment companies, pension plans, and other investment advisors. The firm is registered with the SEC and in all 50 states and the District of Columbia. Their website and social media presence provide access to their services and resources.
Advisors Asset Management, Inc.

18925 BASE CAMP ROAD

MONUMENT, CO 80132

$3.85B

Assets Under Management

Not reported

Total Clients

185

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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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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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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supervisor/evaluator to unit investment trusts

Supervisor/evaluator to unit investment trusts

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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Renita Whitmire’s Registration & Firm History

TX

08/26/2013 - Present

Advisors Asset Management, Inc. (BOERNE TX)

TX

07/12/1991 - 06/17/1997

FIRST FINANCIAL SECURITIES OF AMERICA, INC. (HOUSTON TX)

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Licenses & Designations

BC

Issued 07/12/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/13/2024

Series 24 - General Securities Principal Examination

BC

Issued 01/16/2019

SIE - Securities Industry Essentials Examination

BC

Issued 01/15/2019

Series 7 - General Securities Representative Examination

BC

Issued 08/26/2013

Series 11 - Assistant Representative-Order Processing Qualification Exam

BC

Issued 07/10/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Renita Lynn Whitmire.
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