Todd
White

Golden Reserve Retirement, LLC

CRD#6907108
Investment Advisor
in Dublin, OH

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About this Advisor

Todd White is a financial advisor based in Dublin, Ohio, working with Golden Reserve Retirement, LLC. Todd has previously held positions at Golden Reserve, LLC, Golden Reserve, James Hardie Building Products, Ohio State University, and Amc. Todd has passed the Series 65 regulatory exam and is registered to provide services in Ohio and Texas. Currently, Todd is part of Golden Reserve Retirement, LLC, which operates out of Dublin, Ohio. The firm has 17 offices and 9 employees. The firm manages assets totaling $201.1 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, publication of newsletters, and educational seminars. The fee structure at Golden Reserve Retirement, LLC includes fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Fixed Fees

Office Location

270 Bradenton Avenue
Dublin, OH 43017

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Golden Reserve Retirement, LLC Brokerage Details

Total Assets Under Management

$201,141,051

OH Average: $2,106,341,625
Total Number of Employees

9

OH Average: 34
Total Number of Accounts

1,848

OH Average: 1,972
Average Account Size

$108,843

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Todd White Work History

2017 - Present (7 years)

Golden Reserve, LLC

2017 - Present (7 years)

Golden Reserve

2016 - 2017 (1 year)

James Hardie Building Products

2015 - 2015 (< 1 year)

Ohio State University

2012 - 2015 (3 years)

Amc

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Disclosures

Please visit the SEC profile of Todd 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 Golden Reserve Retirement, LLC

Douglas Ducker
Cincinnati, OH
Anna Christine
Dublin, OH
Christian Norman
Dublin, OH
John Forloine
Columbus, OH
Matthew Schaefer
Lakewood, OH
Tyler Strauer
Lima, OH
Todd White
Dublin, OH
Matthew Barnes
Columbus, OH

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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