Unclaimed Profile

George Burton White

CARSON GROUP INVESTING, LLC·OMAHA, Nebraska

SIE, Series 7, Series 24, Series 63, Series 65, Series 87, Series 99TOClean record22 years registeredCARSON GROUP INVESTING, LLC

14600 BRANCH ST., OMAHA, NE 68154CRD# 3057759Firm CRD# 291744

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

George Burton White · OMAHA, NE

Registration

CRD #3057759 · CARSON GROUP INVESTING, LLC · 22 years registered

Brand Profile

Not yet started

Career History

CARSON GROUP INVESTING

May 2022 – present

CWM, LLC

May 2022 – present

LPL FINANCIAL LLC

Jan 2017 – May 2022

FORT MILL, SC

FORTIGENT, LLC

Dec 2014 – May 2022

FORT MILL, SC

NESTWISE LLC

Oct 2012 – Oct 2013

BOSTON, MA

UVEST FINANCIAL SERVICES GROUP, INC.

Aug 2009 – Dec 2011

BOSTON, MA

LPL FINANCIAL LLC

Nov 2007 – Dec 2016

FORT MILL, SC

WACHOVIA SECURITIES, LLC

Mar 2004 – Nov 2007

RICHMOND, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Series 87

Series 99TO

Registration record

First registered · March 9, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CARSON GROUP INVESTING, LLC

CRD 291744 · SEC 801-113561

AUM

$2.0B

Regulatory assets under management

Employees

13,359 client accounts

Services offered by CARSON GROUP INVESTING, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CARSON GROUP INVESTING, LLC →

Introduction

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Frequently Asked Questions

What services does George Burton White offer?

George Burton White specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in OMAHA, Nebraska for a consultation.

What are George Burton White's credentials?

George Burton White is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is George Burton White located?

George Burton White is based in OMAHA, Nebraska, working with CARSON GROUP INVESTING, LLC. Their office serves clients in the OMAHA metropolitan area and surrounding communities.

How does George Burton White charge for services?

George Burton White's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CARSON GROUP INVESTING, LLC?

CARSON GROUP INVESTING, LLC has approximately 7 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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