John White
John White is a registered investment advisor at Ameriprise Financial Services, LLC, based in Lumberton, TX, with 26 years of industry experience. John 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
769 S Main St Ste 201, Lumberton, TX, 77657-8341
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.