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Michael Kent White

Investment adviser representative at Gwn Securities Inc.
38 yearsExperience
1 stateRegistered in
$4.8BFirm assets
22 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 feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Market timing

Experience

38 years in the industry.

  1. Gwn Securities Inc.Jan 2013 to now
  2. Integrated Financial Concepts, IncJul 2012 to now
  3. Michael K White, IncJan 2000 to now
  4. Self EmployedJan 1988 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2000
  • Series 65 · Uniform Investment Adviser Law2011

State registrations

Registered as an investment adviser representative in 1 state (OK).

Gwn Securities Inc.

$4.8BAssets managed
37,793Clients
444Advisers
22 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
4195437
Firm CRD
128929
Advisor's SEC record (opens in a new tab)
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