Lee White is a CFP-designated registered investment advisor, based in Barre, VT, with 35 years of industry experience.
Location
86 Summer Street, Barre, VT, 05641
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
Lee is a director/officer for the Vermont State 4H Foundation and prepares taxes/provides accounting services at White & Associates, Inc. Lee also works as an insurance agent for Avantax Insurance Agency/Services and is a board member for Americorps.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations3 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.