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Detailed Report
JOHN ANDREW WHITE
CRD#: 465143
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Investment Adviser
ADVISOR SHARE WEALTH MANAGEMENT, LLCCRD#: 307997 Carrollton, GA
Registration History
2002200420062008201020122014201620182020202220242026IAADVISOR SHARE WEALTH MANAGEMEN... (CRD# 307997)2024 - Present (<1 year)IASEQUENT PLANNING, LLC (CRD# 160381)2020 - 2024 (3 years)IAFINANCIAL GUIDEPOSTS (CRD# 282006)2016 - 2020 (4 years)IAGRADIENT ADVISORS, LLC (CRD# 152665)2012 - 2016 (3 years)IAFINANCIAL GUIDEPOSTS- "THE CLI... (CRD# 154081)2011 - 2012 (1 year)IACAMBRIDGE LEGACY ADVISORS, INC. (CRD# 119558)2010 - 2011 (1 year)IAH. BECK, INC. (CRD# 1763)2006 - 2010 (3 years)IASSN ADVISORY, INC. (CRD# 126090)2006 - 2006 (<1 year)IAINTERSECURITIES, INC. (CRD# 16164)2002 - 2006 (3 years)
License(s)

State Registrations

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Georgia 10/1/2024
Current Registration(s)
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ADVISOR SHARE WEALTH MANAGEMENT, LLC (CRD#:307997)
Carrollton, GA
Registered with this firm since 10/1/2024
Previous Registration(s)
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 12/10/2020 - 09/10/2024 SEQUENT PLANNING, LLC (CRD#:160381) CARROLLTON, GA
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 01/06/2016 - 12/31/2020 FINANCIAL GUIDEPOSTS (CRD#:282006) CARROLLTON, GA
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 08/30/2012 - 01/06/2016 GRADIENT ADVISORS, LLC (CRD#:152665) BLUE RIDGE, GA
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 07/05/2011 - 08/29/2012 FINANCIAL GUIDEPOSTS- "THE CLIENT'S FIDUCIARY" (CRD#:154081) BREMEN, GA
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 03/16/2010 - 07/01/2011 CAMBRIDGE LEGACY ADVISORS, INC. (CRD#:119558) BREMEN, GA
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 11/15/2006 - 03/22/2010 H. BECK, INC. (CRD#:1763) BREMEN, GA
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 02/01/2006 - 11/13/2006 SSN ADVISORY, INC. (CRD#:126090) BREMEN, GA
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 11/21/2002 - 01/18/2006 INTERSECURITIES, INC. (CRD#:16164) BREMEN, GA
For additional information about investment advisers or broker-dealers, please visit
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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.
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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.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.