George Burton White

Employer firm

Carson Group Investing CRD 291744

$2.05B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 11/2007 → 03/2022
  Lpl Financial Llc
  Fort Mill, SC
• 10/2014 → 03/2022
  Fortigent, Llc
  Fort Mill, SC
• 04/2022 → 04/2024
  Cwm, Llc
  Omaha, NE
• 04/2022 → 04/2024
  Carson Group Investing
  Omaha, NE
• 04/2022 → 04/2024
  Carson Group Brokerage, Llc
  Omaha, NE
• 04/2022 → 04/2024
  Carson Group
  Omaha, NE
• 04/2024 → Present
  Cwm, Llc
  Omaha, NE
• 04/2024 → Present
  Carson Group
  Omaha, NE
• 04/2024 → Present
  Carson Group Brokerage, Llc
  Omaha, NE
• 04/2024 → Present
  Carson Group Investing
  Omaha, NE

Previous Registrations

• 2007-11-14 → 2022-05-02
  Lpl Financial Llc
  Boston, MA
  Fort Mill, SC
• 2014-12-08 → 2022-05-02
  Fortigent, Llc
  Boston, MA
  Fort Mill, SC
• 2012-10-15 → 2013-10-01
  Nestwise Llc
  Boston, MA
• 2009-08-18 → 2011-12-31
  Uvest Financial Services Group, Inc.
  Boston, MA
  Charlotte, NC
• 2004-03-09 → 2007-11-13
  Wells Fargo Clearing Services, Llc
  Richmond, VA
  Richmond, VA

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-03-29
• S65 Uniform Investment Adviser Law Examination
  2004-03-08

Other Names

• Burt White