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C Michael White Jr

Investment Adviser Representative at OSAIC WEALTH, INC.

Plano, TXCRD #814186Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
35 yrs
States Registered
1 states
Exams Passed
7

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

C. Michael White has worked in the securities industry since 1991. They have passed the Series 99, 63, 62, 26, 22, and 6 examinations. They are registered to provide investment advisory services in Texas.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Texas
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 7/30/1991
Series 99
Operations Professional Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 62
Corporate Securities Limited Representative Examination
Passed 1/29/2002
Series 22
Direct Participation Programs Representative Examination
Passed 8/19/1996
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 7/25/1991
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 1/20/1995

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $5,500

Firm-stated minimum; may be waived at the firm's discretion.

Source

Osaic Wealth, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

OSAIC WEALTH, INC.Current
6/6/2016Plano, TX
FIRST INDEPENDENT ADVISORY SERVICES, INC.
1/25/200610/25/2016Plano, TX
ROYAL ALLIANCE ASSOCIATES, INC.
9/10/20049/7/2005Addison, TX
HIGH MARK SECURITIES, INC.
1/23/20048/31/2004Plano, TX
THE MASTERS
2/7/200312/31/2003Overland Park, KS
THE MASTERS, INC.
7/26/19992/7/2003Addison, TX

Official records & sources

Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. C Michael White Jr has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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C Michael White Jr - Financial Advisor in Plano, TX | AdvisorFinder