AdFi
MJ

Michael James White Jr

Investment Adviser Representative at PLAN GROUP FINANCIAL, INC.

Oklahoma City, OKCRD #6366732Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
10 yrs
Exams Passed
1

Registrations & licenses

Registration type
Investment Adviser Rep
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/1/2014

Approximate fees

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

Primary fee model
Assets Under Management (AUM)
Blended rate
0.02
Source

PLAN Group Financial, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

PLAN GROUP FINANCIAL, INC.Current
1/12/2023Oklahoma City, OK
PLAN GROUP FINANCIAL, INC.
2/16/201812/31/2022Oklahoma City, OK
SIGNAL RESEARCH GROUP LLC
1/3/20172/23/2018Edmond, OK
REDHAWK WEALTH ADVISORS, INC.
7/11/20146/29/2015Oklahoma City, OK

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at PLAN GROUP FINANCIAL, INC.

Showing 12 of 18 in the directory

View PLAN GROUP FINANCIAL, INC. firm profile
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. Michael James 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.

Michael James White Jr - Financial Advisor in Oklahoma City, OK | AdvisorFinder