TrueAdvisor
TrueAdvisor
GW
GW

George Burton White

Carson Group Investing
21 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Carson Group Investing
Compensation
Fee-Only (AUM)
Firm Size
7 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only

Location

14600 Branch St., Omaha, NE, 68154

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Carson Group Investing
May 2022 - Present · 3 yrs 9 mos
Cwm, LLC
May 2022 - Present · 3 yrs 9 mos
Carson Group Brokerage, LLCBroker
April 2022 - Present · 3 yrs 10 mos
Previous Registrations
LPL Financial LLC
January 2017 - May 2022 · 5 yrs 4 mos
Fortigent, LLC
December 2014 - May 2022 · 7 yrs 5 mos
Nestwise LLC
October 2012 - October 2013 · 1 yr
Uvest Financial Services Group, INC.Broker
August 2009 - April 2012 · 2 yrs 8 mos
Uvest Financial Services Group, INC.
August 2009 - December 2011 · 2 yrs 4 mos
LPL Financial LLC
November 2007 - December 2016 · 9 yrs 1 mo
LPL Financial LLCBroker
November 2007 - May 2022 · 14 yrs 6 mos
Wachovia Securities, LLCBroker
January 2007 - November 2007 · 10 mos
Wachovia Securities, LLC
March 2004 - November 2007 · 3 yrs 8 mos
State Registrations1 state
NE
AdvisorBrokerBoth
Exams
No exam information available for this advisor.