Randall
White
Tricapital Wealth Management, Inc
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About this Advisor
Randall White is a certified financial planner working in Charlotte, North Carolina who has 20 years of industry experience. White is an employee of Tricapital Wealth Management, Inc. During their career, White has held roles at Tricapital Wealth Management, Inc, Cetera Advisor Networks LLC and Triad Advisors, Inc. White maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in North Carolina and South Carolina. Tricapital Wealth Management, Inc is a registered investment company operating out of Charlotte, NC. It has $90 million in total assets among its 198 client accounts, making it one of the smaller investment advisory firms in the country by assets under management. Of its 198 accounts, 18% are held by high-net-worth individuals who have at least $1 million in investable assets. The firm has a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advisory services typically vary depending on which service is offered. However, fee types billed by Tricapital Wealth Management, Inc most likely include some combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tricapital Wealth Management, Inc Brokerage Details
$90,365,046
3
198
$456,389
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Randall White Work History
Randall has been registered as a financial advisor for 20 years.*
Triad Advisors, Inc
Tricapital Wealth Management, Inc
Cetera Advisor Networks LLC
*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 Randall 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 Tricapital Wealth Management, Inc
Charlotte, NC
Charlotte, NC
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.
