Katherine White (CRD# 7206556) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Lakeland, TN and has 1 year of experience in the finance industry.
CRD# 6347351
Lpl Financial LLC
CRD# 3177764
Strategic Advisory Services
CRD# 3193095
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Voya Financial Advisors | Lakeland, TN | Feb 2024 - Current | < 1 |
| Unemployed | Lakeland, TN | Dec 2023 - Jan 2024 | < 1 |
| Raymond James & Associates, Inc. | Memphis, TN | Sep 2023 - Nov 2023 | < 1 |
| Raymond James & Associates, Inc. | Memphis, TN | Mar 2022 - Sep 2023 | 1 |
| Ashford Advisors | Memphis, TN | Apr 2021 - Mar 2022 | < 1 |
| Ashford Advisors | Memphis, TN | Nov 2019 - Apr 2021 | 1 |
| College Student | Memphis, TN | Aug 2016 - May 2020 | 3 |
| Ulta Beauty | Memphis, TN | Jul 2018 - Nov 2019 | 1 |
| Banana Republic | Memphis, TN | Jun 2017 - Jan 2019 | 1 |
| Clinique | Memphis, TN | Sep 2017 - Jul 2018 | < 1 |
| The Bank Of Fayette County | Piperton, TN | May 2014 - Sep 2017 | 3 |
| Student | Somerville, TN | Jan 2010 - May 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2024 |
- TN
-
Total Assets Under Management2,685MILLIONS
-
Total Number of Accounts13,923ACCOUNTS
-
Average Account Value$192,831
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.