Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Duval White is a financial advisor based in Charlotte, NC with over 40 years of experience in the financial industry. William Duval White is registered to provide investment advice in North Carolina and Virginia. William Duval White is currently employed by IP Financial Advisory Services LLC, working out of the Charlotte branch. William Duval White also has prior registrations with several firms including Grove Point Investments, LLC and Carey Jamison & Company. William Duval White is registered to provide investment advice in the following areas: portfolio management for individuals, portfolio management for businesses, and selection of other advisers.
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.
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.
Consulting services to qualified retirement plans
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.
Recurring fees
1
2
VA
07/09/2021 - Present
IP Financial Advisory Services LLC (Midlothian VA)
VA
03/27/1989 - 07/21/2021
GROVE POINT INVESTMENTS, LLC (Midlothian VA)
NA
11/02/1988 - 04/08/1989
CAREY JAMISON & COMPANY
NA
06/10/1988 - 10/31/1988
HIBBARD BROWN & CO., INC.
NA
11/13/1984 - 06/18/1988
MANEQUITY, INC.
NA
03/15/1983 - 11/15/1984
ANDERSON & STRUDWICK, INCORPORATED
NA
05/18/1981 - 03/18/1983
MANEQUITY, INC.
IA
Issued 10/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
BC
Issued 11/05/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/15/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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