Brandon White
Advisor at Merrill — Anniston, AL Leighton Ave
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.
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.
Credentials
Series 63, Series 65, Series 66
Experience Industry experience
28 years
Location
Anniston, AL 36207
Merrill
Institution
Brandon White is a financial advisor at Merrill Lynch Wealth Management, a role he has held since April 2014. With 17 years of experience in investments and wealth management planning, he develops strategies and provides advice to individuals, families, and businesses by understanding their financial objectives over both short and long terms.
Brandon's professional journey includes experience with a regional bank and a privately owned wealth management firm. He holds a bachelor's degree in business from the University of Alabama at Birmingham and a master's degree in entrepreneurship from Western Carolina University. He is certified as a CERTIFIED FINANCIAL PLANNER™ (CFP®) by the Certified Financial Planner Board of Standards, Inc., and has completed advanced training in cash balance retirement plans. Additional credentials include the Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA).
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Anniston, AL Leighton Ave
1011 Leighton Ave
Anniston AL 36207
Advisors at this office
5
Alabama · Texas
28 years of industry experience
Bank Of America, N.a.
2014 - Present • 12 years
Gadsden, AL
Merrill
2014 - Present • 12 years
Gadsden, AL
Eugenias Advisory Group, LLC
2008 - 2014 • 6 years
AL
Kinsight, LLC
2000 - 2008 • 8 years
Birmingham, AL
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.
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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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