MW
MW

Mary White

30 Years of Experience
Little Rock, AR
Broker

Mary White is a registered investment advisor at Wells Fargo Advisors, based in Little Rock, AR, with 30 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1501 N University Avenue, Suite 900, Little Rock, AR, 72207

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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 Activities

Mary has a 16.667% ownership in an oil and gas lease in Humphreys County, MS, since 2011. She dedicates no time to this investment-related activity.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
October 2023 - Present · 2 yrs 9 mos
Wells Fargo Advisors
October 2023 - Present · 2 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
August 2015 - October 2023 · 8 yrs 2 mos
Wells Fargo Clearing Services, LLC
August 2015 - October 2023 · 8 yrs 2 mos
Morgan StanleyBroker
June 2009 - August 2015 · 6 yrs 2 mos
Morgan Stanley
June 2009 - August 2015 · 6 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
March 2009 - June 2009 · 3 mos
Morgan Stanley & CO. Incorporated
March 2009 - June 2009 · 3 mos
Morgan Keegan & Company, INC.
May 2006 - March 2009 · 2 yrs 10 mos
Morgan Keegan & Company, INC.Broker
February 2005 - March 2009 · 4 yrs 1 mo
Stephens INC.Broker
August 2002 - February 2005 · 2 yrs 6 mos
Samco Financial Services, INC.Broker
July 2001 - August 2002 · 1 yr 1 mo
Penson Financial Services, INC.Broker
September 2000 - September 2000 · 0 mos
Service Asset Management CompanyBroker
June 2000 - September 2000 · 3 mos
Service Asset Management CompanyBroker
June 2000 - August 2001 · 1 yr 2 mos
Sws Financial ServicesBroker
January 1999 - June 2000 · 1 yr 5 mos
Investacorp, INC.Broker
May 1992 - October 1993 · 1 yr 5 mos
All American Management CorporationBroker
July 1990 - May 1992 · 1 yr 10 mos
State Registrations9 states
ALARGAMSORPASCTNTX
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.