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Andrew White

18 Years of Experience
Reston, VA
Broker

Andrew White is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Reston, VA, with 18 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1800 Robert Fulton Dr, Reston, VA, 20191

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Andrew owns rental real estate property and dedicates minimal time to it. He also works as a Senior Financial Consultant at Atlantic Union Bank and Atlantic Union Wealth Management/Atlantic Union Financial Consultants LLC, dedicating about half his time to each.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2022 - Present · 4 yrs 4 mos
Raymond James Financial Services, INC.Broker
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Citigroup Global Markets INC.
December 2021 - January 2022 · 1 mo
Citigroup Global Markets INC.Broker
June 2021 - January 2022 · 7 mos
First Citizens Investor Services, INC.
May 2017 - May 2021 · 4 yrs
First Citizens Asset Management, INC
April 2017 - May 2021 · 4 yrs 1 mo
First Citizens Investor Services, INC.Broker
April 2017 - May 2021 · 4 yrs 1 mo
VALIC Financial Advisors, INC.
April 2010 - April 2017 · 7 yrs
VALIC Financial Advisors, INC.Broker
March 2010 - April 2017 · 7 yrs 1 mo
Edward Jones
February 2007 - June 2009 · 2 yrs 4 mos
Edward JonesBroker
July 2006 - June 2009 · 2 yrs 11 mos
State Registrations12 states
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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.
Andrew White - Financial Advisor | TrueAdvisor