William White
William White is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Fort Myers, FL, with 39 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
12800 University Drive, Suite 300, Fort Myers, FL, 33907
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2009Other Business Activities
William is a general partner in Snow Hill Enterprises LLLP, an estate planning firm, and a managing member of Market Square Capital LLC, an asset protection firm, dedicating minimal time to each. He also serves on the board of See His Face Ministries and the Southwest Florida Community Prayer Breakfast, spending minimal time on each.
Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
PFS Investments INC.Broker
State Registrations30 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.