Allen Michael White

Equity Investment CORP

12 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

Equity Investment CORP

Compensation

Fee-Only (AUM)

Firm Size

15 advisors

Number of Clients

6,039 clients

Average Client Portfolio

$505K average

Assets Under Management

$3.1B

Fee Structure

Financial Planning:Investment management only

Location

1776 Peachtree Street Nw, Suite 600S, Atlanta, GA, 30309

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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.

Employment History

Current Registrations

Equity Investment CORP

January 2023 - Present · 3 yrs 1 mo

Previous Registrations

Wintrust Investments

September 2021 - December 2022 · 1 yr 3 mos

Wintrust Investments LLCBroker

September 2021 - December 2022 · 1 yr 3 mos

Raymond James & Associates, INC.

August 2014 - July 2021 · 6 yrs 11 mos

Raymond James & Associates, INC.Broker

July 2014 - July 2021 · 7 yrs

Eagle Fund Distributors, INC.Broker

July 2013 - June 2014 · 11 mos

Raymond James & Associates, INC.Broker

June 2013 - July 2013 · 1 mo

State Registrations2 states

GATX

Advisor

Exams

No exam information available for this advisor.