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Vickie White

Raymond James & Associates, INC.
28 Years of Experience
Ridgeland, MS
1 DisclosureBroker
View SEC Summary
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Vickie White is a registered investment advisor at Raymond James & Associates, INC., based in Ridgeland, MS, with 28 years of industry experience. Vickie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.

Raymond James & Associates, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5819 advisors
Number of Clients
531,617 clients
Average Client Portfolio
$942K average
Assets Under Management
$501.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1062 Highland Colony Parkway, Suite 100, Ridgeland, MS, 39157

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History

Regulatory History (1)
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.
Financial
July 2024
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Vickie is an ambassador for Plexus Worldwide, selling weight loss and health products in person and via social media since 2016. This activity takes a few hours per week and is not investment-related.

Employment History
Current Registrations
Raymond James & Associates, INC.
June 2025 - Present · 1 yr 4 mos
Raymond James & Associates, INC.Broker
June 2025 - Present · 1 yr 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2021 - June 2025 · 4 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2019 - June 2025 · 5 yrs 11 mos
Stifel, Nicolaus & Company, IncorporatedBroker
May 2007 - July 2019 · 12 yrs 2 mos
Raymond James Financial Services, INC.Broker
April 2005 - May 2007 · 2 yrs 1 mo
Morgan Stanley Dw INC.Broker
June 1997 - February 2004 · 6 yrs 8 mos
State Registrations10 states
ARCAFLLAMDMSNCOHTNTX
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.
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