AW
AW

Alexander White

2 Years of Experience
Burlington, VT
Broker

Alexander White is a registered investment advisor at Raymond James & Associates, INC., based in Burlington, VT, with 2 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

40 Main Street, Suite 400, Burlington, VT, 05401

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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

Alexander works as a bartender at a restaurant and bar, serving drinks and food to patrons. This activity is not investment-related and occurs outside of trading hours.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
October 2024 - Present · 1 yr 7 mos
Raymond James & Associates, INC.
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Esi Financial Advisors
April 2024 - September 2024 · 5 mos
Equity Services, INC.Broker
February 2024 - September 2024 · 7 mos
State Registrations7 states
COFLMANYTXVTWA
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.