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Charles Baber White

PETTYJOHN, WOOD & WHITE, INC.·LYNCHBURG, Virginia
Series 65Clean record24 years registeredPETTYJOHN, WOOD & WHITE, INC.
1925 ATHERHOLT ROAD, LYNCHBURG, VA 24501CRD# 3023642Firm CRD# 106403

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Baber White · LYNCHBURG, VA
Registration
CRD #3023642 · PETTYJOHN, WOOD & WHITE, INC. · 24 years registered
Brand Profile
Not yet started
01

Career History

PETTYJOHN, WOOD & WHITE, INC.
Jan 2013 – present
WOOD & WHITE INVESTMENT ADVISORS, L.L.C.
Jul 2002 – Feb 2014
LYNCHBURG, VA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · July 3, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PETTYJOHN, WOOD & WHITE, INC.
CRD 106403 · SEC 801-13803
AUM
$734M
Regulatory assets under management
Employees
6
970 client accounts
Services offered by PETTYJOHN, WOOD & WHITE, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PETTYJOHN, WOOD & WHITE, INC. →
Introduction

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05

Frequently Asked Questions

What services does Charles Baber White offer?
Charles Baber White specializes in Financial Planning, Investment Management. Contact their office in LYNCHBURG, Virginia for a consultation.
What are Charles Baber White's credentials?
Charles Baber White is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Baber White located?
Charles Baber White is based in LYNCHBURG, Virginia, working with PETTYJOHN, WOOD & WHITE, INC.. Their office serves clients in the LYNCHBURG metropolitan area and surrounding communities.
How does Charles Baber White charge for services?
Charles Baber White's firm is compensated through percentage of aum, other: hourly and fixed fees for financial planning services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PETTYJOHN, WOOD & WHITE, INC.?
PETTYJOHN, WOOD & WHITE, INC. has approximately 6 employees and manages $734M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PETTYJOHN, WOOD & WHITE, INC.

Thomas Daniel Gerhardt
LYNCHBURG, VA
James Wyatt Poats
LYNCHBURG, VA
Gorham Barney Wood
LYNCHBURG, VA
John D Doyle
LYNCHBURG, VA
Brian Kevin Blankinship
LYNCHBURG, VA

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