CW
CW

Catherine Audrey White

6 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
49 advisors
Number of Clients
5,384 clients
Average Client Portfolio
$209K average
Assets Under Management
$1.1B

Fee Structure

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Location

3507 N University Ave, Suite 150, Provo, UT, 84604

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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

Catherine manages an Instagram page about zero-waste living and works as Operations Director for Hudson Oaks Wealth Management, a DBA for securities activities, full-time. She also works as a Notary Public and Operations Manager for Portside Wealth Group, dedicating minimal time outside of trading hours and about a quarter of her time during business hours.

Employment History
Current Registrations
Portside Wealth Group, LLC
June 2023 - Present · 2 yrs 8 mos
Concorde Investment Services, LLCBroker
May 2023 - Present · 2 yrs 9 mos
Previous Registrations
Townsquare Capital, LLC
April 2022 - June 2023 · 1 yr 2 mos
Dfpg Investments, LLCBroker
February 2022 - May 2023 · 1 yr 3 mos
Fidelity Brokerage Services LLCBroker
July 2020 - April 2021 · 9 mos
Synovus Securities, INC.
September 2018 - May 2020 · 1 yr 8 mos
Synovus Securities, INC.Broker
June 2018 - May 2020 · 1 yr 11 mos
State Registrations1 state
UT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Catherine Audrey White - Financial Advisor | TrueAdvisor