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Timothy Paul White

JOHNSON & WHITE WEALTH MANAGEMENT LLC·YORK, Pennsylvania
Clean recordJOHNSON & WHITE WEALTH MANAGEMENT LLC
224 ST. CHARLES WAY, YORK, PA 17402CRD# 1913077Firm CRD# 169795

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Timothy Paul White · YORK, PA
Registration
CRD #1913077 · JOHNSON & WHITE WEALTH MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Timothy Paul White is a registered financial advisor based in YORK, Pennsylvania, affiliated with JOHNSON & WHITE WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
JOHNSON & WHITE WEALTH MANAGEMENT LLC
JOHNSON & WHITE WEALTH MANAGEMENT LLC
AUM
$365M
Regulatory assets under management
Employees
6
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1913077
Firm CRD# 169795
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05

Frequently Asked Questions

What services does Timothy Paul White offer?
Timothy Paul White specializes in Financial Planning, Investment Management. Contact their office in YORK, Pennsylvania for a consultation.
What are Timothy Paul White's credentials?
Timothy Paul White is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy Paul White located?
Timothy Paul White is based in YORK, Pennsylvania, working with JOHNSON & WHITE WEALTH MANAGEMENT LLC. Their office serves clients in the YORK metropolitan area and surrounding communities.
How does Timothy Paul White charge for services?
Timothy Paul 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 JOHNSON & WHITE WEALTH MANAGEMENT LLC?
JOHNSON & WHITE WEALTH MANAGEMENT LLC has approximately 6 employees and manages $365M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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