Vickie Lynn White

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 05/2007 → 07/2019
  Stifel, Nicolaus & Company, Incorporated
  Jackson, MS
• 07/2019 → 06/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ridgeland, MS
• 06/2025 → Present
  Raymond James & Associates, Inc
  Ridgeland, MS

Previous Registrations

• 2021-05-24 → 2025-06-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Ridgeland, MS

Exams

• S66 Uniform Combined State Law Examination
  2021-05-22
• S63 Uniform Securities Agent State Law Examination
  1997-08-25

Other Names

• Vickie Lynn White
• Vickie White Shepard
• Vickie White Lupo
• Vickie W. Lupo
• Vickie White
• Vickie W White
• Vickie L Lupo
• Vicki Lupo