Matthew White (CRD# 7612508) is an Investment Advisor Representative working at Synovus Securities, Inc. in Atlanta, GA and has 1 year of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Synovus Bank | Atlanta, GA | May 2023 - Current | 1 |
| Synovus Securities, Inc. | Atlanta, GA | Aug 2022 - Current | 1 |
| Synovus Bank | Atlanta, GA | Oct 2021 - Apr 2023 | 1 |
| Synovus Bank | Atlanta, GA | Jan 2020 - Oct 2021 | 1 |
| Synovus Bank | Atlanta, GA | Jul 2019 - Dec 2019 | < 1 |
| Synovus Bank | Atlanta, GA | Jul 2018 - Jun 2019 | < 1 |
| Auburn University | Auburn, AL | Aug 2014 - May 2018 | 3 |
| Synovus Bank | Columbus, GA | Jun 2017 - Aug 2017 | < 1 |
| Challenger Industries, Inc. | Dalton, GA | Jun 2016 - Aug 2016 | < 1 |
| Challenger Industries, Inc. | Dalton, GA | Jun 2015 - Aug 2015 | < 1 |
| Challenger Industries, Inc. | Dalton, GA | Jun 2014 - Aug 2014 | < 1 |
| Heritage Academy | Hilton Head, SC | Aug 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2022 |
- GA
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Total Assets Under Management6,242MILLIONS
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Total Number of Accounts12,037ACCOUNTS
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Average Account Value$518,601
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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