Kurt Alan White

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 04/2012 → 03/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Kansas City, MO
• 03/2019 → 11/2019
  Pacer Financial, Inc.
  Malvern, PA
• 11/2019 → Present
  Raymond James Financial Services, Inc
  Colorado Springs, CO
• 12/2019 → Present
  Raymond James Financial Services Advisors
  Colorado Springs, CO
• 12/2019 → Present
  Security Service Federal Credit Union
  Colorado Springs, CO

Previous Registrations

• 2019-03-27 → 2019-11-05
  Pacer Advisors, Inc.
  Spring, TX
  Malvern, PA
• 2012-09-10 → 2019-03-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
  Lee Summit, MO
  Leawood, KS
  Lee Summit, MO
  Kansas City, MO

Other Businesses

(1)Name of Business: Security Service Investment Group Address: 1485 Kelly Johnson Blvd, Colorado Springs, CO, 80920, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 12/09/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor inside Security Service Federal Credit Union.

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-07-02
• S65 Uniform Investment Adviser Law Examination
  2011-07-29

Other Names

• Kurt White
• Kurt Alan White
• Kurt A White