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DON FRANKLIN WHITE JR
CRD#: 2872209
IA
B
KESTRA ADVISORY SERVICES, LLCCRD#: 283330 439 Dartmouth Rd
Winston Salem, NC 27104
Winston Salem, NC 27104
KESTRA INVESTMENT SERVICES, LLCCRD#: 42046 Winston Salem, NC
0
Disclosures
27
Years of Experience
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State Registrations
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North Carolina 9/13/2013
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South Carolina 8/6/2021
IA
North Carolina 4/20/2016
SRO Registrations
B
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IA
Registered with this firm since 4/20/2016
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Registered with this firm since 9/12/2013
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 09/12/2013 - 09/22/2016 | WHITSETT, NC | |
IA | 08/20/2001 - 08/02/2013 | WINSTON/SALEM, NC | |
B | 06/02/1997 - 08/02/2013 | WINSTON/SALEM, NC |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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