Rory White is a CFP-designated registered investment advisor at Edward Jones, based in Aberdeen, MD, with 19 years of industry experience. Rory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B 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 | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
998 Hospitality Way Ste 203, Aberdeen, MD, 21001-1760
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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 Activities
Rory co-owns rental properties since 1987 and spends minimal time maintaining them. He also chairs the Harford County Boys and Girls Club Endowment Committee and teaches non-credit investing classes at Harford Community College, dedicating minimal time to each.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
First American National Securities, INC.Broker
State Registrations31 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.
Exams
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