Mallory White

Registered Investment Executive
Investment Advisor Representative

Education

  • B.S. Business Administration ‐ Finance & Securities ‐ S.M.U. 1966
  • Graduate Studies, University of Arizona 1971-72

Experience

  • Co-founder & Securities Principal ‐ White & Luff Financial, Inc./Raymond James Financial 1998 to present
  • Branch Manager ‐ White & Luff Financial, Inc. 1998-2010
  • Branch Manager, Financial Advisor ‐ Principal Financial Securities 1989-98
  • Financial Advisor, Account Executive ‐ Smith Barney 1980-1989
  • Public Relations/Industrial Development ‐ Tucson Chamber of Commerce 1972-73
  • Assistant Research Analyst and Portfolio Management Assistant ‐ Financial Counselors, Inc., H.O. Peet & Co. Kansas City, Mo. 1966-71
  • Areas of Expertise

    • Custom Portfolio Planning- Individuals, Trusts, Retirement Accounts, Foundations and Estates.
    • Asset and Sector Allocation.  Fundamental and Technical Equity Research.
    • Fixed Income Services including Government, Corporate and Municipal Bonds.

    Organizations

    • Raymond James Executive Council
    • Resident of Santa Fe since 1975
    • FINRA Series 7, 8, 63, 65, 5, 31, 3 and 15 licensed