RW
CFP
RW
CFP

Randy White

40 Years of Experience
Knoxville, TN
2 DisclosuresBroker

Randy White is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Knoxville, TN, with 40 years of industry experience. Randy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

2220 Award Winning Way, Ste 100, Knoxville, TN, 37932-1995

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2007
Denied
Customer Dispute
August 2002
Denied
Other Business Activities

Randall manages his financial planning practice through an LLC, dedicating about a third of his time. He also serves as Secretary on the Board of Directors for White and is President of RTW Enterprises, LLC.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
March 2004 - Present · 22 yrs 7 mos
Ameriprise Financial Services, LLCBroker
January 1988 - Present · 38 yrs 9 mos
Ameriprise Financial Services, LLC
January 1988 - Present · 38 yrs 9 mos
Previous Registrations
Ids Life Insurance CompanyBroker
January 1988 - July 2006 · 18 yrs 6 mos
First Investors CorporationBroker
August 1986 - December 1987 · 1 yr 4 mos
State Registrations31 states
ALARAZCACOFLGAHIIAILINKSKYLAMAMIMNNCNJNYOHORPASCTNTXVAVTWAWIWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
More Advisors
Randy White - Financial Advisor | TrueAdvisor