David
White

Spc

CRD#2316760
Investment Advisor
in Allen Park, MI

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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

Series 63, Series 66

Years of Experience

16 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

Yes

Office Location

7321 Park Avenue
Allen Park, MI 48101

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Spc Brokerage Details

Total Assets Under Management

$4,557,672,608

MI Average: $943,424,332
Total Number of Employees

705

MI Average: 21
Total Number of Accounts

25,865

MI Average: 1,586
Average Account Size

$176,210

MI Average: $594,845

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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
  • Other

David White Work History

David has 16 years of experience.

2004 - Present (17 years)

Sigma Financial Corporation

2004 - Present (17 years)

Spc

Disclosures

David White has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Spc

Robert Wilber
Elyria, OH
Terri Hembree
Boise, ID
James Pihaly
Rockford, IL
James Sadek
Austin, TX
Bonnie Luternow
Clarkston, MI
Wendy Kouvaras
Brunswick, OH
Joseph Warsecke
Plymouth, MI
Jeremy Fortin
Englewood, CO

This content was compiled from the SEC and FINRA.

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.

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