Best Investors
Account
Sign in
Best Investors
Account
Sign in
858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-12-11 |
| NE | RA | APPROVED | 2024-12-09 |
| TX | RA | APPROVED | 2022-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymondjames Financial Services, Inc | Beaumont | TX | 05/2011 | 06/2022 |
| Raymond James Financial Services Advisors Inc. | Beaumont | TX | 07/2012 | 06/2022 |
| Aflac | Beaumont | TX | 10/2015 | 06/2022 |
| Ltc Financial Services, Ltd. | Beaumont | TX | 07/2014 | 06/2022 |
| Ascent Oil & Gas Consultans, Llc. | Beaumont | TX | 10/2014 | 12/2021 |
| Hotaling Group | Beaumont | TX | 05/2017 | 12/2021 |
| Insurance And Goal Planning Systems Llc | Beaumont | TX | 01/2018 | 12/2021 |
| Financial Advising 360 | Beaumont | TX | 01/2020 | 06/2022 |
| Newedge Advisors | New Orleans | LA | 07/2022 | Present |
| Newedge Securities, Inc | Pittsburgh | PA | 07/2022 | Present |
Ms. White is a registered representative with NewEdge Securities, LLC ("NES"). Member FINRA/SIPC. In such capacity, she may sell securities through NES and receive normal and customary commissions as a result of such purchases and sales. The client is under no obligation to purchase or sell securities on a commissionable basis. In addition, she may receive other compensation such as mutual fund or money market 12b-1 fees and variable annuity trails. The potential for receipt of commissions and other compensation gives an incentive to recommend investment products based on the compensation received, rather than on the client's needs. To address this, disclosure is made to the client at the time a brokerage account is opened through NES, identifying the nature of the transaction or relationship, the role to be played by NES and Ms. White, and any compensation (e.g., commissions, 12b-1 fees) to be paid by the client and/or received by the registered representative. Ms. White is a licensed insurance agent/broker. She may offer insurance products and receive customary fees as a result of insurance sales. A conflict of interest may arise as these insurance sales may create an incentive to recommend products based on the compensation earned. To mitigate this potential conflict, Ms. White, as a fiduciary, will act in the client's best interest. Ms. White is a partner at CRW Properties, LLC, managing rental real estate properties. Ms. White devotes 0-1 hours per month to this activity outside of trading hours. Ms. White owns LTC Financial Services, LLC, a support company. Ms. White devotes 2-10 hours per month to this activity outside of trading hours. Ms. White is paid for referrals to Aflac for non-variable insurance such as life, disability, and cancer policies. Ms. White devotes 0 hours per month to this activity during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-07 |
Reach out to this advisor