Advisor at Advisor Share Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Advisor Share Wealth Management, LLC
Location
Carrollton, GA
Credentials
Series 63, Series 65
Industry experience
23 years
John White is a financial advisor with Advisor Share Wealth Management, LLC in Carrollton, GA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at Sequent Planning, LLC and operated his own advisory and insurance business as a sole proprietor. Advisor Share Wealth Management serves individuals, professional advisers, and retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm employs third-party sub-advisers and model portfolios, using quantitative and qualitative evaluations to manage client strategies.
Based on Advisor Share Wealth Management, LLC
Based on Advisor Share Wealth Management, LLC
Financial planning fixed fees generally range from $500 to $25,000
$0+: Negotiable, generally 0.50% to 1.90% Not specified - Not specified: Platform asset-based fee ranging from 0.40% to 0.60% Not specified - Not specified: Retirement Plan Asset Management Services fees generally range from 0.50% to 1.75%, negotiable
Insurance commissions earned by firm representatives for insurance products
$250 per hour for financial planning and consulting engagements
Account minimum: $25,000 Fee-only: Financial planning fixed fees generally range from $500 to $25,000; hourly rate $250 per hour
Carrollton, GA
Georgia
Sequent Planning, LLC
2020 - Present (6 years)
JAWCLU, LLC dba Financial Guideposts
2016 - 2022 (6 years)
Call-A-Doctor Plus
2015 - 2019 (4 years)
John A. White, sole proprietor
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®
Carrollton, GA
Plunkett & Associates, Inc.
CFP®, Series 63
Carrollton, GA
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
CFP®, Series 63, Series 65
Carrollton, GA
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Series 66
Carrollton, GA
Independent Advisor Alliance, llc
Series 66
Carrollton, GA
Independent Advisor Alliance, llc
Series 66
Carrollton, GA
Independent Advisor Alliance, llc
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