Ledora White
Financial Advisor: Calton & Associates, Inc.
- Role
- Client Services Financial Advisor at Toams Financial
- Location
- Jacksonville, FL, US
- LinkedIn followers
- 500 followers
About Ledora White
Securities and Investment Advisory Services offered through CALTON & ASSOCIATES, INC. a Registered Investment Advisor. Member FINRA /SIPC. 2701 N Rocky Point Dr, Ste. Tampa, FL 33607 • (81••••••40 AF Wealth Advisors is not owned or controlled by Calton & Associates.
Experience
Client Services Financial Advisor
Jun 2021 — Present · FL, US
Perform trade transactions for existing clients utilizing strategic models and charts under theguidance of the Certified Financial Planner-Perform quarterly zoom meetings with clients to go over their account performance and answer anyquestions about how their money is being managed-Developed financial plans for client for their retirement and long term financial goals-Presented at conferences and seminars to educate about investing and financial wealth building.
Education
Northcentral University
Master of Business Administration - MBA, Finance and Financial Management Services
Christian Brothers University
Bachelor of Science - BS, Accounting and Business/Management
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