Anthony
White
Scott White Advisors, LLC
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About this Advisor
Anthony White is a certified financial planner and chartered financial consultant based in Fort Myers, Florida with 17 years of relevant experience. White currently works for Scott White Advisors, LLC. Throughout their career, White has worked at Raymond James Financial Services, Inc, Scott White Advisors, LLC Fna A. Scott White Fin Planner and Scott White Advisors. White holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Florida, Indiana and Texas. Scott White Advisors, LLC is a registered investment firm based out of Fort Myers, FL. It oversees $128 million in total assets between its 265 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. The firm advises three charities and foundations. Of its 265 customer accounts, 30% are associated with high-net-worth clients who have at least $1 million in investable assets. The firm provides a set of services, including portfolio management for individuals and small businesses and selection of other advisers. Financial management fees largely are based on which services are offered. However, fee types billed by Scott White Advisors, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Scott White Advisors, LLC Brokerage Details
$128,297,171
1
265
$484,140
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Anthony White Work History
Anthony has been registered as a financial advisor for 17 years.*
Scott White Advisors
Scott White Advisors, LLC Fna A. Scott White Fin Planner
Scott White Advisors
Raymond James Financial Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Anthony White to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Scott White Advisors, LLC
Fort Myers, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
