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Jeff Thomas White

CCM NEW OPPORTUNITIES, LLC·MERRIAM, Kansas
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6700 ANTIOCH, MERRIAM, KS 66204CRD# 6164883Firm CRD# 301887
01

About

Jeff Thomas White is a registered financial advisor based in MERRIAM, Kansas, affiliated with CCM NEW OPPORTUNITIES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CCM NEW OPPORTUNITIES, LLC
CCM NEW OPPORTUNITIES, LLC
AUM
$1M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CCM NEW OPPORTUNITIES, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6164883
Firm CRD# 301887
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeff Thomas White offer?
Jeff Thomas White specializes in Retirement Planning. Contact their office in MERRIAM, Kansas for a consultation.
What are Jeff Thomas White's credentials?
Jeff Thomas White is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeff Thomas White located?
Jeff Thomas White is based in MERRIAM, Kansas, working with CCM NEW OPPORTUNITIES, LLC. Their office serves clients in the MERRIAM metropolitan area and surrounding communities.
How does Jeff Thomas White charge for services?
Jeff Thomas White's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CCM NEW OPPORTUNITIES, LLC?
CCM NEW OPPORTUNITIES, LLC has approximately 3 employees and manages $1M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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