Kurt White is a registered investment advisor, based in Colorado Springs, CO, with 23 years of industry experience.
Location
1553 Wetzel Ave., Colorado Springs, CO, 80913
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Regulatory History (1)
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Judgment / Lien
May 2021Other Business Activities
Kurt works as a financial advisor inside Security Service Federal Credit Union, both as an independent contractor for Security Service Investment Group and as an associate of the credit union itself. These activities take up nearly all of Kurt's time.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
December 2019 - Present · 6 yrs 7 mos
Raymond James Financial Services Advisors, INC
December 2019 - Present · 6 yrs 7 mos
Previous Registrations
Pacer Advisors, INC.
March 2019 - November 2019 · 8 mos
Pacer Financial, INC.Broker
March 2019 - November 2019 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2012 - March 2019 · 6 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2012 - March 2019 · 6 yrs 9 mos
Lazard Freres & CO. LLCBroker
June 1998 - August 2002 · 4 yrs 2 mos
Pioneer Funds Distributor, INC.Broker
June 1996 - November 1997 · 1 yr 5 mos
Van Kampen Merritt INC.Broker
November 1992 - May 1994 · 1 yr 6 mos
Painewebber IncorporatedBroker
January 1990 - September 1992 · 2 yrs 8 mos
State Registrations17 states
AZCACOFLKSKYMNMTNCNENMNYOHSCTXVAWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.