Sonja White, financial advisor Dallas TX

Sonja White

CRD 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 37 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Fortune Wealth Management, LLC Dallas, TX Jun 2011 - Current 12
General American Life Insurance Co St Louis, MO Nov 1987 - Current 36
Self-employed Dallas, TX Mar 1981 - Current 43
Silver Oak Securities, Inc. Jackson, TN Feb 2007 - Sep 2017 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1986
Contact Info for Sonja J. White
By the Numbers
  • Total Assets Under Management
    265
    MILLIONS
  • Total Number of Accounts
    204
    ACCOUNTS
  • Average Account Value
    $1,296,914
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

CA, TN, TX

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