Karen Sue White
Investment adviser representative at Raymond James Financial Services Advisors, Inc
37 yearsExperience
1 stateRegistered in
$390BFirm assets
17 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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
37 years in the industry.
- Raymond James Financial Services Advisors, IncJan 2026 to now
- Raymond James Financial Services, Inc.Jan 2026 to now
- Raymond James Financial Sevices Advisory, Inc.Jan 2026 to now
- Raymond James & Associates, Inc.Jul 2019 to Dec 2025
- Merrill LynchAug 1989 to Jul 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 1989 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (VA).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 2808011
- Firm CRD
- 149018