Phillip
White

Comerica Securities

CRD#502524
Investment Advisor
in Dallas, TX

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About this Advisor

Phillip White is a financial advisor based out of Dallas, Texas with 1 year of relevant experience. White works at Comerica Securities. Their career trajectory has included roles at Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC and Comerica. White has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Texas. Comerica Securities is a registered investment firm that has its headquarters in Detroit, MI. The firm has offices in 24 locations and a total of 211 employees. It manages $2 billion in assets under management among its 4,527 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 16 charitable organizations. Of its 4,527 customer accounts, 28% are associated with high-net-worth individuals who have greater than $1 million in assets. The advisory firm has a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules largely vary depending on which services the firm provides the client. Fee types charged by Comerica Securities likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1717 Main Street
Dallas, TX 75201

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Comerica Securities Brokerage Details

Total Assets Under Management

$2,385,128,214

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

211

TX Average: 21
Total Number of Accounts

4,527

TX Average: 1,586
Average Account Size

$526,867

TX Average: $594,845

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Phillip White Work History

Phillip has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Comerica

2016 - 2022 (6 years)

Wells Fargo Clearing Services, LLC

2013 - 2016 (3 years)

Wells Fargo Advisors, 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 Phillip 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 Comerica Securities

Lisa Bailey
Bloomfield Hills, MI
Janet Carrasco
Phoenix, AZ
Michael Correll
Farmington, MI
Robert Nagy
Los Angeles, CA
Derek Yoder
Dallas, TX
Bruce Sellars
Detroit, MI
Kathleen Jones
Grand Rapids, MI
Dennile Haddock
Farmington, MI

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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