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Raleigh White

13 Years of Experience
Temple, TX
Broker

Raleigh White is a registered investment advisor at Stifel Independent Advisors, LLC, based in Temple, TX, with 13 years of industry experience. Their practice areas include Investment Management. Their firm serves 7,902 clients with $5B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
132 advisors
Number of Clients
7,902 clients
Average Client Portfolio
$634K average
Assets Under Management
$5.0B

Fee Structure

Minimum Investment:$50K

Stifel Independent Advisors offers investment management through various programs. Fees are generally based on a percentage of assets, but can be a fixed dollar amount. The Stifel Vantage Program charges transaction-based commissions. The Stifel Summit Program charges up to 1.00% of the total value of investments under management. Fees are negotiable.

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Location

6270 West Adams Avenue, Temple, TX, 76502

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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

Raleigh is the President/Treasurer of Triple R Capital, LLC, collecting rents and obtaining financing, dedicating minimal time. He is also a co-owner of GodsCountry Capital LLC and owner of Big Racks Investments, LLC, both involved in residential real estate, dedicating minimal time to each.

Employment History
Current Registrations
Stifel Independent Advisors, LLC
August 2012 - Present · 13 yrs 9 mos
Stifel Independent Advisors, LLCBroker
May 2012 - Present · 14 yrs
State Registrations9 states
CAFLLAMSNEOHOKTXVA
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.