Benjamin White is a CFP-designated registered investment advisor, based in Charlotte, NC.
Location
4777 Sharon Rd, Fl 2, Charlotte, NC, 28210
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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.
Learn about disclosures →Employment History
Current Registrations
Truist Investment Services, INC.
July 2025 - Present · 10 mos
Truist Investment Services, INC.Broker
July 2025 - Present · 10 mos
Truist Advisory Services, INC.
April 2025 - Present · 1 yr 1 mo
State Registrations1 state
NC
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.