Scott White Advisors, LLC is a financial advisory firm registered in Florida with the status of Florida Models.DOS Florida Company Status. Incorporated on December 23, 2008, the company operates out of Fort Myers and serves clients through its office located at 1510 Royal Palm Square Boulevard, Suite 103, FL 33919, US. The firm is led by Manager A. S White, who is listed as both an officer and director. Contact details include phone numbers (800) 555-5555 and (239) 936-6300.
The advisory practice highlights a team endowed with significant industry experience. Linda, bringing over five decades of professional service in the financial sector, offers her expertise in client relations and securities operations management. Additionally, Gary Geston contributes more than twenty years of financial experience gained through financial management roles at J.P. Morgan Chase and Phillips Medical Systems. Gary supports clients as Client Service Associate by managing portfolio reporting and operational support, holding degrees from Miami University of Ohio and John Carroll University.
Scott White Advisors operates under certain regulatory constraints, being published specifically for U.S. residents with Raymond James Financial Advisors indicating business conduct is restricted to states where they are properly registered. Some investments or services may not be available in all states due to these restrictions. The firm urges international investors to refer to local securities and tax regulations within their jurisdictions.
For additional information, updates, or inquiries, the company suggests contacting the local Raymond James office. As of March 8, 2024, the most recent annual report for Scott White Advisors has been filed for the year 2024 with a FEI Number: 263921949.
KEY FACTS ABOUT SCOTT WHITE ADVISORS, LLC
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US Businesses
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Companies in Florida
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Lee County Companies
- Company name
- SCOTT WHITE ADVISORS, LLC
- Status
- Active
- Filed Number
- L08000116391
- FEI Number
- 263921949
- Date of Incorporation
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December 23, 2008
Age - 17 years
- Home State
- FL
- Company Type
- Florida Limited Liability
CONTACTS
- Website
- http://scottwhiteadvisors.com
- Phones
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(800) 555-5555
(239) 936-6300
SCOTT WHITE ADVISORS, LLC NEAR ME
- Principal Address
- 1510 ROYAL PALM SQUARE BOULEVARD,
SUITE 103,
FORT MYERS,
FL,
33919,
US
See Also