Robert Ashley White

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• GENERAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2007 → Present
  Prairie Financial Group, Llc.
  Pleasant Hill, MO

Previous Registrations

• 2007-05-16 → 2009-09-23
  United Planners' Financial Services Of America A Limited Partner
  Scottsdale, AZ
  Pleasant Hill, MO
• 2005-08-01 → 2007-05-22
  Mml Investors Services, Llc
  Overland Park, KS
  Overland Park,, KS
• 2005-08-03 → 2006-12-31
  Legacy Financial Group, Inc.
  Overland Park, KS
• 2003-06-25 → 2005-07-06
  Ameriprise Advisor Services, Inc.
  Overland Park, KS
• 2003-03-06 → 2003-06-25
  Choreo, Llc
  Overland Park, KS

Other Businesses

1.ROBERT WHITE, AUTHOR, 116 N CAMPBELL ST, PLEASANT HILL MO 64080, SOLE PROPRIETORSHIP, OWNER OR SHAREHOLDER, AUTHORED NOVEL, FICTION, 1-20% CONDUCTING THIS ACITIVITY, 4 HRS. MO. DURING NON-SECURITIES TRADING. 2. Prairie Financial Group, LLC,OWNER, OFFICER, Non-investment related, 0% time spent on activity during non-securities hrs. 3. Cass County Coalition of Chambers,PO Box 32 Pleasant Hill, MO. Board of Directors, Officer, Director, Vice President. Non-investment related, 1-20% time spent on activity during non-securities hrs. 4. White Living Management, LLC, a Montana LLC, Rental Property, Officer, Director, Owner, Maintain the corporation to license and insure property in Montana. Non-investment related, 1-20% time spent on activity during non-securities hrs. 5. Pleasant Hill Historical District, since 1/15/2023, 203 Paul St., Pleasant Hill, MO 64080. Board Member, Director, Non-investment related, 1-10% time spent on activity during non-securities hrs.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-04-23
• S63 Uniform Securities Agent State Law Examination
  1989-04-07

Designations

• Certified Financial Planner

Other Names

• Bob White