Todd Dee White
Investment adviser representative at Golden Reserve Retirement, LLC
10 yearsExperience
14 statesRegistered in
$544.3MFirm assets
5 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.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Golden Reserve Retirement, LLCFeb 2017 to now
- James Hardie Building ProductsJan 2016 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 14 states (AZ, FL, KS, KY, MI, MO, NC, NE, OH, OK, PA, TN, TX, VA).
Golden Reserve Retirement, LLC
$544.3MAssets managed
2,008Clients
28Advisers
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
- 6907108
- Firm CRD
- 283588