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CFP

Dale White

Raymond James Financial Services Advisors, INC
23 Years of Experience
Troy, MI
Broker
View SEC Summary
View SEC Summary

Dale White is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Troy, MI, with 23 years of industry experience. Dale is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

340 East Big Beaver, Suite 140, Troy, MI, 48083

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Dale is an LLC member of McFawn Financial Holding Company, LLC, and an officer of McFawn Financial Services Group, LLC. Dale also owns White CPA Group, PLLC, dedicating a few hours per week to self-employment.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2010 - Present · 16 yrs 7 mos
Raymond James Financial Services, INC.Broker
July 2008 - Present · 18 yrs 3 mos
Previous Registrations
Mcfawn Financial Services Group LLC
March 2010 - March 2015 · 5 yrs
AXA Advisors, LLCBroker
April 2006 - July 2008 · 2 yrs 3 mos
Raymond James Financial Services, INC.Broker
December 2002 - November 2005 · 2 yrs 11 mos
State Registrations30 states
AZCACOCTDCFLGAHIILINKYMAMIMNMSNCNMNVNYOHORPASCSDTNTXUTVAWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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