Jeffrey
White
Wingate Wealth Advisors, Inc
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About this Advisor
Jeffrey White is a financial advisor who works in Lexington, Massachusetts who has 29 years of relevant experience. White is currently employed by Wingate Wealth Advisors, Inc. The advisor has gained experience at #Ia Wingate Financial Corporation, Wingate Financial Group, Inc, Wingate Financial Corporation and Wingate Capital Corporation. White has a Series 63 license, which qualifies them as a securities agent, and is able to operate in Massachusetts. Wingate Wealth Advisors, Inc is a financial advisory company that has its headquarters in Lexington, MA. It handles $1 billion in total assets between its 2,861 customer accounts, making it one of the bigger firms in the country by assets under management. The firm serves seven charitable organizations. Of its 2,861 customer accounts, 46% are held by high-net-worth investors who have more than $1 million in assets available to invest. Wingate Wealth Advisors, Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors largely vary depending on the type of financial services. However, fees billed by Wingate Wealth Advisors, Inc likely include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wingate Wealth Advisors, Inc Brokerage Details
$1,093,379,683
24
2,861
$382,167
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Jeffrey White Work History
Jeffrey has been registered as a financial advisor for 29 years.*
Wingate Capital Corporation
#Ia Wingate Financial Corporation
Wingate Financial Group, Inc
Wingate Financial Corporation
*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 Jeffrey 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 Wingate Wealth Advisors, Inc
Lexington, MA
Lexington, MA
Lexington, MA
Lexington, MA
Lexington, MA
Lexington, MA
Lexington, MA
Lexington, MA
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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