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Laurie Woodson White

ASSET MANAGEMENT AND PLANNING, LLC·WEST COLUMBIA, South Carolina
Unclaimed Profile
602 MEETING STREET SUITE C, WEST COLUMBIA, SC 29169CRD# 1902710Firm CRD# 113961
01

About

Laurie Woodson White is a registered financial advisor based in WEST COLUMBIA, South Carolina, affiliated with ASSET MANAGEMENT AND PLANNING, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PRUDEO PARTNERS, LLC
PRUDEO PARTNERS, LLC
AUM
$413M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at PRUDEO PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1902710
Firm CRD# 113961
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Laurie Woodson White offer?
Laurie Woodson White specializes in Financial Planning, Investment Management. Contact their office in WEST COLUMBIA, South Carolina for a consultation.
What are Laurie Woodson White's credentials?
Laurie Woodson White is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Laurie Woodson White located?
Laurie Woodson White is based in WEST COLUMBIA, South Carolina, working with ASSET MANAGEMENT AND PLANNING, LLC. Their office serves clients in the WEST COLUMBIA metropolitan area and surrounding communities.
How does Laurie Woodson White charge for services?
Laurie Woodson 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 ASSET MANAGEMENT AND PLANNING, LLC?
ASSET MANAGEMENT AND PLANNING, LLC has approximately 8 employees and manages $413M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WEST COLUMBIA
Lawrence James Miller — PRUDEO PARTNERS, LLCAndrew Creswell Todd — PRUDEO PARTNERS, LLCJr. Frederick Joyce — ASSET MANAGEMENT AND PLANNING, LLCJoe Harvey Giltner — AXIO WEALTH MANAGEMENT, INC.Michael Lee Krumholz — PRUDEO PARTNERS, LLC
Nearby cities in South Carolina
GREENVILLE (113)CHARLESTON (112)COLUMBIA (64)FORT MILL (31)MOUNT PLEASANT (28)
City Guides
GREENVILLE GuideCHARLESTON GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
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