John White
John White is a registered investment advisor at Ameriprise Financial Services, LLC, based in Canyon Lake, TX, with 27 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
Canyon Lake, TX
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2019Customer Dispute
December 2015Customer Dispute
July 2012Other Business ActivitiesSells Insurance
John operates Gulf Investment Group as a DBA for his LPL business and works as a service attendant for Disability Services of South West Texas, dedicating about 10-20% of his time. He also owns JPW Squared LLC, an insurance agency, spending about 10-20% of his time, none of which is during trading hours.
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations4 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.