Robert Charles White
Investment adviser representative at Legend Financial Advisors Inc
11 yearsExperience
2 statesRegistered in
$389.9MFirm assets
33 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 fee
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
11 years in the industry.
- Legend Financial Advisors, Inc.Nov 2019 to now
- Union Savings BankSep 2018 to Nov 2019
- Legend Financial Advisors, Inc.Jun 2015 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Legend Financial Advisors Inc
$389.9MAssets managed
219Clients
3Advisers
33 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
- 7314647
- Firm CRD
- 108207