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Theodore White

Raymond James & Associates, INC.
34 Years of Experience
The Villages, FL
2 DisclosuresBroker
View SEC Summary
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Theodore White is a registered investment advisor at Raymond James & Associates, INC., based in The Villages, FL, with 34 years of industry experience. Theodore is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.

Raymond James & Associates, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5819 advisors
Number of Clients
531,617 clients
Average Client Portfolio
$942K average
Assets Under Management
$501.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Brownwood Paddock Square, 2631 West Torch Lake Drive, The Villages, FL, 32163

Get directions

History

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 2007
Denied
Customer Dispute
April 2006
Closed-No Action
View Full SEC ReportHow to Read Disclosures
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 · 7 yrs
Raymond James & Associates, INC.
October 2019 - Present · 7 yrs
Raymond James & Associates, INC.Broker
October 2019 - Present · 7 yrs
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.
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