Gaden Daniel White

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 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

• 10/2007 → Present
  Regions Bank
  Mobile, AL
• 06/2018 → Present
  Cetera Investment Services Llc
  St. Cloud, MN
• 10/2020 → Present
  Cetera Investment Advisers Llc
  Mobile, AL

Other Businesses

1. AREA INVESTMENT EXECUTIVE FOR REGIONS BANK, MANAGE FINANCIAL ADVISORS AND LICENSED BANKERS, COACH AND TRAIN TO ASSIST THEIR CUSTOMERS AND GENERATE REVENUE 2. RENTAL PROPERTY, 100% OWNER

Exams

• S66 Uniform Combined State Law Examination
  2020-09-30

Other Names

• Gaden White