Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Murphree White is a financial advisor with Avantax Advisory Services, a firm that manages over $41 billion in assets. Richard has been in the financial industry since 1998 and has extensive experience in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and retirement plans. Richard is registered as an investment advisor representative in California and Texas. He is a Certified Financial Planner and is committed to providing personalized financial advice to help clients achieve their financial goals. Richard also provides insurance services through Avantax Insurance Agency and or Avantax Insurance Service.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
CA
02/02/2024 - Present
Avantax Advisory Services (Newport Beach CA)
BOTH
Issued 09/22/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Richard White is the right advisor for you? Invested Better is here to help.
