TW
TW

Todd Dee White

7 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,385 clients
Average Client Portfolio
$225K average
Assets Under Management
$310.9M

Fee Structure

Financial Planning:Included in AUM fee
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Location

270 Bradenton Avenue, Dublin, OH, 43017

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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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Other Business ActivitiesSells Insurance

Todd is a licensed insurance agent with Golden Reserve, LLC, selling insurance products and fixed annuities, and works as a retirement planner. He also owns Brick Street Capital, LLC and rental properties, dedicating minimal time to these activities outside of securities trading hours, and full-time to Golden Reserve.

Employment History
Current Registrations
Golden Reserve Retirement, LLC
February 2018 - Present · 8 yrs
State Registrations10 states
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Advisor
Exams
No exam information available for this advisor.