C Michael White

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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

• 01/2000 → Present
  C&M Legacy Usa, Inc. Dba Legacy Usa, Inc.
  Addison, TX
• 08/2010 → Present
  College Funding Solutions, Inc.
  Salem, OR
• 06/2016 → Present
  Royal Alliance Associates, Inc.
  Plano, TX
• 02/2016 → Present
  Royal Alliance Associates, Inc.
  Plano, TX

Previous Registrations

• 2006-01-25 → 2016-10-25
  First Independent Advisory Services, Inc.
  Plano, TX
• 2004-09-10 → 2005-09-07
  Osaic Wealth, Inc.
  Addison, TX
• 2004-01-23 → 2004-08-31
  High Mark Securities, Inc.
  Plano, TX
• 2003-02-07 → 2003-12-31
  Vsr Financial Services, Inc.
  Overland Park, KS
• 1999-07-26 → 2003-02-07
  The Masters, Inc.
  Addison, TX

Other Businesses

1) C. MICHAEL WHITE, JR. POSITION: Agent NATURE: Selling Fixed Annuities & General Lines Agent (Life, Accident Health and HMO). INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/21/1991 ADDRESS: 6301 Widgeon Drive, Plano TX 75024, United States DESCRIPTION: Selling Fixed Annuities & General Lines Agent (Life, Accident Health and HMO). 2) C&M LEGACYUSA, INC., DBA LEGACYUSA, INC. POSITION: President NATURE: C&M LegacyUSA, Inc. is a Texas S-Corporation. LegacyUSA, Inc. is the marketing name I use for securities offered through Osaic Wealth, Inc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/01/2000 ADDRESS: 6301 Widgeon Drive, Plano TX 75024, United States DESCRIPTION: Sales & marketing for my securities & insurance business through Osaic Wealth, Inc. 3) LEGACYUSA, INC. POSITION: President NATURE: Texas S-Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/01/2000 ADDRESS: 6301 Widgeon Drive, Plano TX 75024, United States DESCRIPTION: Develop & implement both strategic & tactical plans to meet with clients & prospects in order to [1] discuss their financial, family & lifetime goals, [2] present to them who LegacyUSA is, what it is that LegacyUSA strives to do for clients, and [3] establish the "next step" - if any - to working together.

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-07-30

Other Names

• Mike White
• Charles Michael White
• C Michael White
• C Michael White