Katie M White
Investment adviser representative at Pgi Wealth Management
7 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$930.6MFirm 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 assetsFixed 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
7 years in the industry.
- Pgi Wealth ManagementSep 2022 to now
- Purshe Kaplan Sterling InvestmentsJun 2022 to Aug 2022
- Sutton Wealth Advisors, Inc.Jun 2022 to Aug 2022
- Truist Advisory Services, Inc.Feb 2021 to Mar 2022
- Truist Investment Services, Inc.Feb 2021 to Mar 2022
- Bb&t Securities, LLCJan 2018 to Feb 2021
- Bb&t BankMar 2015 to Feb 2021
- Bb&t Investment Services, Inc.Mar 2015 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (FL).
Pgi Wealth Management
Legal name: Philip James Wealth Management, LLC
$930.6MAssets managed
497Clients
7Advisers
5 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
- 3114760
- Firm CRD
- 297517