Catherine
White
Townsquare Capital, LLC
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About this Advisor
Catherine White is a financial advisor based out of Lehi, Utah with 1 year of relevant experience. White is an advisor for Townsquare Capital, LLC. Their career trajectory has included roles at Synovus Securities, Inc, Manpower Group, Treadstone Climbing, Columbus State University Mail Center, Columbus State University, Synovus Bank, Wag Labs, Inc, Synovus Securities Inc, Fidelity Investments, Stand And Stretch, Dfpg Investments, LLC, Hudson Oaks Wealth Management and Townsquare Capital. White holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Utah. Townsquare Capital, LLC is a business headquartered in Provo, UT. The firm has offices in 40 locations and a total of 89 people on staff. It has $6 billion in total assets between its 28,608 client accounts, placing it among the biggest firms in the country by assets under management. The firm serves 60 charitable organizations. Of its 28,608 customer accounts, just 9% are held by high-net-worth clients who have more than $1 million in investable assets. Townsquare Capital, LLC has a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors are based on the type of services offered. However, fees billed by Townsquare Capital, LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Townsquare Capital, LLC Brokerage Details
$6,244,414,527
89
28,608
$218,275
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Catherine White Work History
Catherine has been registered as a financial advisor for 1 years.*
Dfpg Investments, LLC
Townsquare Capital
Hudson Oaks Wealth Management
Stand And Stretch
Synovus Securities Inc
Synovus Bank
Fidelity Investments
Synovus Bank
Synovus Securities, Inc
Wag Labs, Inc
Synovus Securities, Inc
Manpower Group
Treadstone Climbing
Columbus State University Mail Center
Columbus State University
*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 Catherine 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 Townsquare Capital, LLC
Idaho Falls, ID
Cedar Park, TX
Provo, UT
Provo, UT
Provo, UT
Provo, UT
Aurora, CO
Provo, UT
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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