Dennis Kent White
Investment adviser representative at Wmg Financial Advisors, LLC
23 yearsExperience
2 statesRegistered in
$693.8MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Wmg Financial Advisors Inc.Mar 2018 to now
- Concourse Financial Group Securities (fka Proequtiies)Nov 2003 to Apr 2024
- Strategic Wealth Management Group Inc.Nov 2003 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (MS, TX).
Wmg Financial Advisors, LLC
$693.8MAssets managed
1,655Clients
15Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2028836
- Firm CRD
- 285824