Andrew Paul White
Investment adviser representative at Raymond James Financial Services Advisors, Inc
17 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
17 years in the industry.
- Raymond James Financial Services Advisors, IncJan 2022 to now
- Atlantic Union BankJan 2022 to now
- Atlantic Union Bank Wealth Management/atlantic Union FinancialJan 2022 to now
- Raymond James Financial Services, IncJan 2022 to now
- Rental Real EstateJul 2009 to now
- CitigroupJun 2021 to Jan 2022
- First Citizens Asset ManagementApr 2017 to May 2021
- First Citizens Investor ServicesApr 2017 to May 2021
- Valic Financial AdvisorsMar 2010 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State 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
- 5142934
- Firm CRD
- 149018