WW
CFP
WW
CFP

William White

14 Years of Experience
Raleigh, NC
Broker

William White is a CFP-designated registered investment advisor, based in Raleigh, NC, with 14 years of industry experience.

Location

3141 John Humphries Wynd, Ste 278, Raleigh, NC, 27612

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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

William is an independent contractor for FCAG, but has no responsibilities and dedicates minimal time to it. William is also an independent contractor and owner of W.C. White Private Wealth, L.L.C., which is the DBA for his Raymond James affiliated business, taking about half of his time.

Employment History
Current Registrations
Raymond James Financial Services, INC.
December 2024 - Present · 1 yr 5 mos
Raymond James Financial Services Advisors, INC
December 2024 - Present · 1 yr 5 mos
Raymond James Financial Services, INC.Broker
December 2024 - Present · 1 yr 5 mos
Previous Registrations
Edward Jones
February 2012 - December 2024 · 12 yrs 10 mos
Edward JonesBroker
November 2011 - December 2024 · 13 yrs 1 mo
State Registrations15 states
CADCFLGAIALAMSNCNJNYPASCTNTXVA
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.
William White - Financial Advisor | TrueAdvisor