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Shawn Robert White

Rogan & Associates, Inc.

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About Shawn Robert White

Shawn Robert White is a financial advisor with over 18 years of experience in the financial services industry. Shawn is currently registered with Rogan & Associates, Inc. Shawn has held previous positions at ABN AMRO INCORPORATED and J.P. MORGAN SECURITIES INC.. Shawn holds multiple licenses and certifications including Series 7, Series 63, Series 24, Series 65, Series 99TO, and SIE. Shawn is a registered investment advisor in Florida and Michigan.

Firm Information

Shawn White is currently registered with Rogan & Associates, Inc.. Rogan & Associates, Inc. is a Florida-based Corporation that has been in business since 1997. The firm offers a variety of financial planning and portfolio management services for individuals, corporations, and businesses, including retirement planning, college savings, and estate planning. The firm also provides selection of other advisors services. Rogan & Associates, Inc. manages over $586 million in assets for over 2,100 clients. They are registered with the SEC and have a presence in 22 states.
Rogan & Associates, Inc.

200 9TH AVENUE NORTH

SAFETY HARBOR, FL 34695

$586.15M

Assets Under Management

Not reported

Total Clients

13

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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other

% of assets under another ria's management

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Shawn White’s Registration & Firm History

FL

08/12/2022 - Present

Rogan & Associates, Inc. (SAFETY HARBOR FL)

IL

05/31/2005 - 12/18/2006

ABN AMRO INCORPORATED (CHICAGO IL)

NY

12/02/2004 - 05/25/2005

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 07/14/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/27/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/27/2007

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/01/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shawn Robert White.
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