Kurt White Email & Phone Number
Financial Advisor for Security Service Investment Group and Raymond James
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Kurt White Location
- Castle Rock, CO, US
Kurt White Work
- 2019 - now Financial Advisor for Security Service Investment Group and Raymond James @ Security Service Federal Credit Union
- 2012 - 2019 Private Wealth Manager @
- 2008 - 2012 Managing Partner @ Parker, Davis Partners, LLC
- 2003 - 2006 Associate @ Joseph Company
- 1997 - 2002 Vice President @
- 1994 - 1997 Regional Vice President @
- 1992 - 1994 Wholesaler @ Van Kampen Merritt
- 1989 - 1992 Financial Advisor @
Kurt White Education
- The University of Texas at Austin
BS (Mathematics)
- Rocky River High School
Kurt White Skills
- Strategic Planning
- Microsoft Office
- Wealth Management
- Series 6
- Wealth Management Services
- Wealth
- Investment Banking
- Investment Strategies
- Strategic Partnerships
Kurt White Summary
- Kurt White, based in Castle Rock, CO, US, is currently a Financial Advisor for Security Service Investment Group and Raymond James at Security Service Federal Credit Union. Kurt White brings experience from previous roles at Merrill Lynch Private Banking & Investment Group, Parker, Davis Partners, LLC, Joseph Company and Lazard Asset Management. Kurt White holds a BS in Mathematics @ The University of Texas at Austin. With a robust skill set that includes Strategic Planning, Microsoft Office, Wealth Management, Series 6, Wealth Management Services and more. Kurt White has 2 emails and 2 mobile phone numbers on RocketReach.
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