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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Paul White is a financial advisor with Johnson & White Wealth Management LLC, located in York, PA. Timothy is a CERTIFIED FINANCIAL PLANNER™ professional, has been in the industry since 1989. Timothy holds licenses to provide advisory services in Pennsylvania and Texas. In addition to providing financial planning services for individuals and families, Timothy also provides investment management for a range of client types. He is also an experienced leader in the financial services industry.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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PA
06/27/2018 - Present
Johnson & White Wealth Management LLC (YORK PA)
PA
05/23/2014 - 01/05/2016
PURSHE KAPLAN STERLING INVESTMENTS (York PA)
PA
10/01/2000 - 06/02/2014
WELLS FARGO ADVISORS, LLC (YORK PA)
NC
05/08/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MO
07/15/1996 - 11/03/1998
FIRST CLEARING CORPORATION (ST. LOUIS MO)
NA
02/10/1992 - 09/09/1996
MERIDIAN SECURITIES, INC.
DE
01/25/1989 - 01/31/1992
PML SECURITIES COMPANY (NEWARK DE)
IA
Issued 05/24/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/1998
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/26/1996
Series 4 - Registered Options Principal Examination
BC
Issued 04/19/1995
Series 24 - General Securities Principal Examination
BC
Issued 09/25/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/05/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2005
Series 3 - National Commodity Futures Examination
BC
Issued 06/17/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 01/11/1991
Series 7 - General Securities Representative Examination
BC
Issued 01/23/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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