Randall Eugene White
Investment adviser representative at Tricapital Wealth Management, Inc.
27 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$132.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
27 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Tricapital Wealth Management, Inc.Jun 1999 to now
- Triad Advisors, Inc.Mar 2015 to Aug 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1993
State registrations
Registered as an investment adviser representative in 2 states (NC, SC).
Tricapital Wealth Management, Inc.
$132.7MAssets managed
125Clients
3Advisers
4 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
- 2182519
- Firm CRD
- 118788