linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Todd Dee White

Golden Reserve Retirement, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Todd? Claim Your Profile

About Todd Dee White

Todd Dee White is an Investment Advisor Representative with Golden Reserve Retirement, LLC. Todd is licensed to provide financial advice in Ohio, Texas, Kansas, and Missouri. Todd has been in the industry since 2016 and holds a Series 65 license. Todd has over 1350 clients and $310,932,597 in assets under management.

Firm Information

Todd White is currently registered with Golden Reserve Retirement, LLC. Golden Reserve Retirement, LLC is a Registered Investment Advisor based in Dublin, OH. They specialize in financial planning, educational seminars, and portfolio management for both individuals and high-net-worth individuals. They manage approximately $310,932,597 in assets across 2,183 accounts. They also publish financial periodicals. To learn more, visit their website at HTTPS://GOLDENRESERVE.COM or their LinkedIn page at https://www.linkedin.com/company/golden-reserve/. They are also active on Facebook at https://www.facebook.com/GoldenReserveLLC/.
Golden Reserve Retirement, LLC

270 BRADENTON AVENUE

DUBLIN, OH 43017

$310.93M

Assets Under Management

Not reported

Total Clients

14

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Todd White’s Registration & Firm History

OH

05/24/2022 - Present

Golden Reserve Retirement, LLC (DUBLIN OH)

Not sure if Todd Dee White is right for you?

Licenses & Designations

IA

Issued 02/12/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Todd Dee White.
Not sure if Todd Dee White is right for you?