| Advisor Profile |
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| Name: |
Herb White |
| Phone Number: |
(720) 279-9374 |
| Website: |
Visit Website
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| Disclaimer |
| Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc. Member FINRA, SIPC and Registered Investment Adviser. Life Certain Wealth Strategies, LLC and Woodbury Financial Services, Inc are not affiliated entities |
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Business Description |
| When your life savings are at stake, you need advice you can trust. You need a financial advisor who is objective; someone who is not paid more to sell you one product rather than another. You need a relationship with a firm that promises always to put your interest first, a firm with proven experience and the right credentials. Life Certain Wealth Strategies, LLC. offers you all this and much more.
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General Information |
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| Name of Broker/Dealer: |
Woodbury Financial Services, Inc.
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| States Licensed in: |
CO, AK, NY, NJ, IL, IN, OH, FL, CA, GA, KS, NM, TX, WY, AZ
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| Years of Experience in Financial Services: |
10
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| Number of Years with Current Firm: |
6
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| Foreign Languages Serviced: |
Spanish
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Education |
| Academic Background |
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BA, Economics MBA |
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Services |
| Investment Types: |
Options, Alternative Investments, Mutual Funds, Annuities, Stocks, Bonds
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CERTIFIED FINANCIAL PLANNER™ Certificant
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| Securities Licenses: |
Series 65, Series 63, Series 24, Series 7
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| Firm's Number of Clients: |
245
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| Advisor's Number of Clients: |
98
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| Assets Managed by Advisor: |
$38,000,000
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Compliance |
| Investment Advisor Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Compensation Methods: |
Hourly, Flat Fee, Commissions, Based on Assets
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| Fee % Based on Assets: |
0.95%
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| Minimum Fee Charged for Managed Accounts: |
N/A
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| Prepared By: |
Herb White |
| Most Recent Update: |
07/15/2008 |
Frequently Asked Questions |
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What are your qualifications? What is your education background? |
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over 10 years experinence as Certified finacial Planner. CFP, CLU, ChFC, following Licenses: Series 4,7,24,63,65 |
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