BW
CFP
BW
CFP

Brigette White

29 Years of Experience
Burlington, VT
BrokerSells Insurance

Brigette White is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Burlington, VT, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

346 Shelburne Road, Suite 501, Burlington, VT, 05402

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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 ActivitiesSells Insurance

Brigette owns rental real estate through 346 Partners, LLC since 2012 and is a licensed insurance agent/broker with Hickok & Boardman Capital Management since 2008. She also serves as a managing partner for Hickok & Boardman Capital Management, dedicating about 10-20% of her time to this role.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
November 1996 - Present · 29 yrs 6 mos
Previous Registrations
Raymond James Financial Services
August 2007 - January 2009 · 1 yr 5 mos
Hickok & Boardman Capital Management
July 1998 - May 2022 · 23 yrs 10 mos
State Registrations41 states
AKARAZCACOCTDCDEFLGAHIIAIDILKSKYLAMAMDMEMNMTNCNHNJNMNVNYOHORPARISCTNTXUTVAVTWAWIWY
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.
Brigette White - Financial Advisor | TrueAdvisor