WI
WI

William White

4 Years of Experience
Chicago, IL
Broker

William White is a registered investment advisor, based in Chicago, IL, with 4 years of industry experience.

Location

200 W. Madison St., Suite 2200, Chicago, IL, 60606

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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

William works full-time as a business development consultant for AssetMark, Inc., a registered investment advisor and affiliate of AssetMark Brokerage, LLC. This employment began in December 2021.

Employment History
Current Registrations
Assetmark Brokerage, LLCBroker
July 2022 - Present · 3 yrs 10 mos
Assetmark, INC.
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
Mcadam LLC
September 2021 - December 2021 · 3 mos
State Registrations2 states
ILNY
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