Robert White
Robert White is a registered investment advisor at Ameriprise Financial Services, LLC, based in Brandon, FL, with 29 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
1206 Millennium Pkwy Ste 2001, Brandon, FL, 33511
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Regulatory History (1)
Customer Dispute
June 2015Other Business ActivitiesSells Insurance
Robert owns multiple real estate properties and works as an independent insurance broker. He also sells Medicare Advantage plans through FMO Tampa, dedicating minimal time to this activity.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Kovack Advisors, INC.
Kovack Securities INC.Broker
UBS Painewebber INC.
UBS Painewebber INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations18 states
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.