Michael
White

Dreher Financial Partners

CRD#6488455
Investment Advisor
in Southern Pines, NC

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About this Advisor

Michael White is a financial advisor based in Southern Pines, North Carolina, working with Dreher Financial Partners. Michael has previously held positions at H.S. Dreher Capital Management, LLC and Grede Foundries, LLC. Michael has passed the Series 65 regulatory exam and is registered to provide services in North Carolina. Currently, Michael is part of Dreher Financial Partners, which operates out of Southern Pines, North Carolina. The firm has 3 employees and manages assets totaling $124.2 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Dreher Financial Partners includes asset-based fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

275 Se Broad Street
Southern Pines, NC 28387

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Dreher Financial Partners Brokerage Details

Total Assets Under Management

$124,184,522

NC Average: $3,625,019,099
Total Number of Employees

3

NC Average: 22
Total Number of Accounts

470

NC Average: 1,917
Average Account Size

$264,222

NC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Michael White Work History

2015 - Present (10 years)

H.S. Dreher Capital Management, LLC

2014 - 2015 (1 year)

Grede Foundries, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Michael White to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Dreher Financial Partners

Michael White
Southern Pines, NC
Thomas Velevis
Southern Pines, NC
Henry Dreher
Southern Pines, NC

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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