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Bruce White

26 Years of Experience
Louisville, KY
1 DisclosureBroker

Bruce White is a registered investment advisor at Raymond James & Associates, INC., based in Louisville, KY, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

4969 Us Hwy 42, Suite 1600, Louisville, KY, 40222

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2009
Settled
Other Business Activities

Bruce is a partner with his wife in The Cookie Cabin, a mobile food concession business, since 2015. He spends a few hours per week on this activity, primarily to allow his children to work in the business.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 3 mos
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 3 mos
Previous Registrations
Morgan Keegan & Company, INC.
June 2004 - February 2013 · 8 yrs 8 mos
Morgan Keegan & Company, INC.Broker
June 2004 - February 2013 · 8 yrs 8 mos
Wachovia Securities, LLCBroker
July 2003 - June 2004 · 11 mos
Prudential Securities Incorporated
May 2000 - February 2003 · 2 yrs 9 mos
Prudential Securities IncorporatedBroker
February 2000 - July 2003 · 3 yrs 5 mos
State Registrations20 states
ARCAFLGAILINKYMAMDMIMTNCNYOHPASCTNTXWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Bruce White - Financial Advisor | TrueAdvisor