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Theodore White
34 Years of Experience
Driggs, ID
2 DisclosuresBroker
Theodore White is a registered investment advisor at Raymond James & Associates, INC., based in Driggs, ID, with 34 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
Driggs, ID
Get directionsHistory
Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2007Denied
Customer Dispute
April 2006Closed-No Action
Other Business Activities
Theodore is a co-trustee and beneficiary of a personal trust that owns rental property since 2019. He spends minimal time on this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
October 2019 - Present · 6 yrs 7 mos
Raymond James & Associates, INC.
October 2019 - Present · 6 yrs 7 mos
Raymond James & Associates, INC.Broker
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
June 2007 - October 2019 · 12 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
May 2007 - October 2019 · 12 yrs 5 mos
Merrill Lynch Pierce Fenner & Smith INC.
October 1994 - May 2007 · 12 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1994 - May 2007 · 12 yrs 7 mos
A. G. Edwards & Sons, INC.Broker
December 1993 - October 1994 · 10 mos
Primevest Financial Services, INC.Broker
October 1992 - December 1993 · 1 yr 2 mos
Jmc Financial CorporationBroker
January 1992 - October 1992 · 9 mos
State Registrations11 states
ALCOFLIDKYMINCNYPASCWI
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.