Dale White
Dale White is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Troy, MI, with 22 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
340 East Big Beaver, Suite 140, Troy, MI, 48083
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
Raymond James Financial Services, INC.Broker
Previous Registrations
Mcfawn Financial Services Group LLC
AXA Advisors, LLCBroker
Raymond James Financial Services, INC.Broker
State Registrations30 states
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