MW
PFS
MW
PFS
Matthew White is a PFS-designated registered investment advisor, based in Baytown, TX, with 26 years of industry experience.
Location
1300 Rollingbrook Drive, Suite 603, Baytown, TX, 77521
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2009Denied
Other Business ActivitiesSells Insurance
Matthew is involved in several outside business activities, including selling equity indexed annuities through Avantax Insurance Agency and insurance products as an independent agent. He also prepares taxes, is an owner of White Supply Co LLC, and holds positions at Baytown Christian Foundation and SMU.
Employment History
Current Registrations
Cetera Wealth Services, LLC
July 2025 - Present · 10 mos
Cetera Investment Advisers LLC
July 2025 - Present · 10 mos
Cetera Wealth Services, LLCBroker
July 2025 - Present · 10 mos
Previous Registrations
Avantax Advisory Services
July 2000 - September 2025 · 25 yrs 2 mos
Avantax Investment Services, INC.Broker
January 2000 - September 2025 · 25 yrs 8 mos
State Registrations20 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.