Dennis White
Dennis White is a registered investment advisor at Wmg Financial Advisors, LLC, based in Brandon, MS, with 36 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,655 clients with $690M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Location
106 Highpointe Court, Suite B, Brandon, MS, 39047
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dennis is an insurance producer since 2017, dedicating minimal time to presenting fixed insurance products. He also works as an Investment Advisor Representative (IAR) since 2018, spending about 10-20% of his time offering investment advice.
Employment History
Current Registrations
Wmg Financial Advisors, LLC
Previous Registrations
Strategic Wealth Management Group, LLC
Concourse Financial Group Securities, INC.Broker
Linsco/private Ledger CORP.Broker
Painewebber IncorporatedBroker
State Registrations2 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.