Sonja WhiteCRD Number: 1492056
Current Firm: Fortune Wealth Management, LLC
Sonja White (CRD# 1492056) is an Investment Advisor Representative working at Fortune Wealth Management, LLC in Dallas, TX and has over 36 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Fortune Wealth Management, LLC||Dallas, TX||Jun 2011 - Current||11|
|General American Life Insurance Co||St Louis, MO||Nov 1987 - Current||35|
|Self-employed||Dallas, TX||Mar 1981 - Current||42|
|Silver Oak Securities, Inc.||Jackson, TN||Feb 2007 - Sep 2017||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1986|
Total Assets Under Management300MILLIONS
Total Number of Accounts221ACCOUNTS
Average Account Value$1,357,498
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
CA, GA, LA, TN, TX
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