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Richard Edward White

FINARC LLC·NEEDHAM, Massachusetts
Unclaimed Profile
140 KENDRICK STREET, NEEDHAM, MA 02494CRD# 4474106Firm CRD# 107487
01

About

Richard Edward White is a registered financial advisor based in NEEDHAM, Massachusetts, affiliated with FINARC LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
FINARC LLC
FINARC LLC
AUM
$62M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at FINARC LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4474106
Firm CRD# 107487
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Edward White offer?
Richard Edward White specializes in Investment Management, Wealth Management. Contact their office in NEEDHAM, Massachusetts for a consultation.
What are Richard Edward White's credentials?
Richard Edward White is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Edward White located?
Richard Edward White is based in NEEDHAM, Massachusetts, working with FINARC LLC. Their office serves clients in the NEEDHAM metropolitan area and surrounding communities.
How does Richard Edward White charge for services?
Richard Edward White's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINARC LLC?
FINARC LLC has approximately 1 employees and manages $62M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
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Research
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