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Michael White

28 Years of Experience
Rockford, IL
BrokerSells Insurance

Michael White is a registered investment advisor, based in Rockford, IL, with 28 years of industry experience.

Location

124 N Water St., Ste. 20, Rockford, IL, 61107

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Michael is an advisory representative of a Registered Investment Advisor (RIA), an independent insurance agent, a partner providing CPA/enrolled agent/tax prep/accounting services, and a managing partner in a commercial office building and a financial services DBA. He also owns real estate.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
July 2020 - Present · 5 yrs 10 mos
Cambridge Investment Research, INC.Broker
July 2020 - Present · 5 yrs 10 mos
Previous Registrations
Voya Financial Advisors, INC.
May 2005 - July 2020 · 15 yrs 2 mos
Voya Financial Advisors, INC.Broker
March 2005 - July 2020 · 15 yrs 4 mos
Stancorp Investment Advisers, INC.
August 2004 - March 2005 · 7 mos
Stancorp Equities, INC.Broker
June 2004 - March 2005 · 9 mos
Amcore Investment Services, INCBroker
June 2003 - May 2004 · 11 mos
Securian Financial Services, INC.Broker
April 2000 - November 2002 · 2 yrs 7 mos
Locust Street Securities, INC.Broker
September 1989 - December 1992 · 3 yrs 3 mos
State Registrations19 states
AZCAFLGAIAILINKSKYMIMNMOMTNCNMOHTXWIWY
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.