Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Ashley White is an advisor representative registered with Money Concepts Capital Corp. Robert has been in the financial services industry for over 30 years. Robert is currently registered with the Securities and Exchange Commission (SEC) as a Registered Investment Advisor (RIA). Robert is also registered as a broker-dealer (BD) in 12 states. Robert holds the Series 6, 7, 22, 24, 63, and 65 licenses. Robert is also a Certified Financial Planner (CFP). Robert has worked for various firms throughout his career, including WADDELL & REED, INC., PRINCOR FINANCIAL SERVICES CORPORATION, W. S. GRIFFITH & CO., INC., H&R BLOCK FINANCIAL ADVISORS, INC., MML INVESTORS SERVICES, INC. and UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER. Robert has worked for Money Concepts Capital Corp. since 2007. Robert specializes in providing financial planning, portfolio management for individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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 fee
1
2
FL
01/14/2022 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
MO
05/16/2007 - 09/23/2009
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (PLEASANT HILL MO)
KS
08/01/2005 - 05/22/2007
MML INVESTORS SERVICES, INC. (OVERLAND PARK KS)
MI
10/01/1999 - 07/06/2005
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
CT
03/19/1999 - 08/23/1999
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
IA
03/29/1996 - 08/10/1998
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
KS
05/09/1989 - 01/10/1996
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 04/23/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2007
Series 24 - General Securities Principal Examination
BC
Issued 05/19/2000
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/07/1991
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/07/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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