Tiffany
White

Halter Ferguson Financial Inc

CRD#6435426
Investment Advisor
in Carmel, IN

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About this Advisor

Tiffany White is a financial advisor based in Carmel, Indiana, working with Halter Ferguson Financial Inc. Tiffany has previously held a position at Halter Ferguson Financial, Inc and is registered to provide services in Indiana. Currently, Tiffany is part of Halter Ferguson Financial Inc, which operates out of Carmel, Indiana. The firm has 9 employees and manages assets totaling $378.2 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Halter Ferguson Financial Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

13080 Grand Blvd. Suite 130
Carmel, IN 46032

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Halter Ferguson Financial Inc Brokerage Details

Total Assets Under Management

$378,241,750

IN Average: $1,347,246,178
Total Number of Employees

9

IN Average: 46
Total Number of Accounts

880

IN Average: 1,775
Average Account Size

$429,820

IN Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Tiffany White Work History

2007 - Present (17 years)

Halter Ferguson Financial, Inc

Disclosures

Please visit the SEC profile of Tiffany 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 Halter Ferguson Financial Inc

Matthew Smith
Carmel, IN
Isaac Yops
Carmel, IN
Tiffany White
Carmel, IN
Bradford Ferguson
Carmel, IN

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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