JW
JW

Joshua White

27 Years of Experience
Gastonia, NC
Broker

Joshua White is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Gastonia, NC, with 27 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

3270 A Robinwood Road, Gastonia, NC, 28054

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
June 2016 - Present · 10 yrs 1 mo
Previous Registrations
Cornerstone Wealth
July 2011 - June 2016 · 4 yrs 11 mos
LPL Financial LLCBroker
July 2011 - October 2015 · 4 yrs 3 mos
Securities America Advisors, INC.
November 2008 - July 2011 · 2 yrs 8 mos
Securities America, INC.Broker
May 2008 - July 2011 · 3 yrs 2 mos
Capital Guardian, LLCBroker
June 2006 - May 2008 · 1 yr 11 mos
Raymond James Financial Services, INC.Broker
February 2003 - June 2006 · 3 yrs 4 mos
Wachovia Securities, INC.Broker
June 2002 - February 2003 · 8 mos
Wachovia Securities, INC.Broker
September 2001 - June 2002 · 9 mos
Jefferson Pilot Securities CorporationBroker
April 1998 - March 2001 · 2 yrs 11 mos
State Registrations5 states
CACOINNCSC
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.