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Layton White

Advisor at Wells Fargo Advisors

Updated today

Location

Devils Lake, ND 58301

Credentials

Series 63, Series 66

Industry experience

23 years

About

Layton White is a financial advisor with Wells Fargo Advisors in Devils Lake, ND, holding Series 63 and Series 66 credentials and 23 years of industry experience. He previously worked at Bremer Bank and Hallett Financial, among other firms. Outside of his advisory role, he serves as a power of attorney for his mother. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services supported by Wells Fargo research and tools, with flexible implementation options through brokerage or advisory programs.

Client services

Based on Wells Fargo Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers
Investment consulting services to institutional clients

Expertise

Based on Wells Fargo Advisors

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting

Occupation focus

Based on Wells Fargo Advisors

Founder/Business Owner

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Fee options

Commissions

Brokerage commissions are charged if clients implement investment recommendations through Wells Fargo Advisors brokerage accounts, in addition to advisory fees.

Other

Account minimum: $250,000 Fee-only: Fee-Based Planning Services fees range from $0 up to $25,000 per engagement, varying by service complexity and client's net worth. Specific fees are as follows: For clients with a net worth $250,000 to $500,000, total fee per engagement up to $5,000; $500,000 to $1,000,000, up to $12,500; over $1,000,000, up to $25,000. Individual service fees range up to $1,000-$1,500 to $5,000-$7,500 depending on net worth and service type.

Location

210 Highway 2 West Suite 8, [Satellite]

Devils Lake, ND 58301

Most active in

North Dakota · Texas

Work history

Hallett Financial

2018 - 2019 (1 year)

Specific Solutions BGA

2017 - 2017 (1 year)

Bremer Bank

2009 - 2023 (14 years)

Raymond James financial Services

2009 - Present (17 years)

Raymond James Financial Services Advisors INC.

2009 - 2023 (14 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 66

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Julie D

Series 63, Series 66

Brainerd, MN

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Crosby, MN

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Divorce financial planning Retirement income strategy General estate planning guidance Doctor or Medical Professional
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