William White
William White is a CFP-designated registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Naperville, IL, 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
263 Shuman Blvd., Suite 130, Naperville, IL, 60563
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Regulatory History (1)
Customer Dispute
September 2000Other Business Activities
William is a trustee for The Community House in Hinsdale, attending quarterly board meetings. He is also a member of the finance committee for The Community House Of Hinsdale, attending monthly meetings.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations20 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.