Rolly White is a registered investment advisor, based in Gilbert, AZ, with 17 years of industry experience.
Location
3336 E. Chandler Heights, Suite 117, Gilbert, AZ, 85298
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Rolly works as an office manager for a law office, dedicating about 10-20% of their time, and is a proprietor/owner of multiple LLCs and other entities related to real estate and property management. Rolly also provides wealth management, financial planning, and investment advisory services as an investment advisor with The Ameriflex Group, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
The Ameriflex Group
Previous Registrations
Osaic Wealth, INC.Broker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
State Registrations13 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.