Geoffrey Wayne White

Employer firm

Capital Strategies Group, LLC CRD 140120

$103M regulatory AUM 15 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 05/2006 → Present
  Capital Strategies Group, Llc
  Tempe, AZ

Other Businesses

INSURANCE AGENT, 2151 E BASELINE RD. SUITE 101 TEMPE, AZ 85283, MAY 2008, INVESTMENT RELATED, LIFE AND HEALTH INSURANCE PRODUCTS AND SERVICES, 40 HOURS/MONTH, 40 HOURS/MONTH DURING TRADING HOURS

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-12-01
• S63 Uniform Securities Agent State Law Examination
  1999-12-15

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Geoff Wayne White