About this Advisor
David White is a financial advisor who works in Allen Park, Michigan, with 16 years of professional experience. White is an employee of Spc. Over the course of their career, White has held roles at Sigma Financial Corporation and Spc. White maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and can advise clients in Florida, Georgia, Iowa, Massachusetts, Michigan, Nebraska, Ohio, South Carolina, Texas, Utah and Virginia. Spc is a registered investment business that has its headquarters in Allen Park, Michigan. It has offices in 464 locations and a total of 705 people on staff. It administers $5 billion in assets across its 25,865 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 13 charitable organizations. Of its 25,865 customer accounts, just 9% are associated with high-net-worth investors who have greater than $1 million in investable assets. The company performs a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial management largely are based on which services the firm provides the client. However, fees billed by Spc can be comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Spc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
David White Work History
David has 16 years of experience.
Sigma Financial Corporation
David White has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Spc
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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.