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Advisors / Alabama / Anniston
29yrs

Brandon White

Financial advisor at Merrill

Brandon White has worked in the financial industry for 29 years and is a fiduciary financial advisor based in Anniston, Alabama. After five years at Eugenias Advisory Group and eight years at Kinsight, Brandon joined Merrill in 2014, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.

One of 34 advisors with offices in Anniston, and one of 31 fiduciaries.

Anniston, AL 36207Top 17% by experience at MerrillFiduciary advisor
Call MerrillDirections

At a glance

Experience29 years (since 1997)
How that compares ?Top 17% by experience at Merrill
Office1011 Leighton Ave, Anniston, AL 36207
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state

Services through Merrill

Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2014 – now
    MerrillCurrent firm
  2. 2008 – 2014
    Eugenias Advisory Group, LLCPreviously
  3. 2000 – 2008
    Kinsight, LLCPreviously

Questions to ask Brandon

Tailored to Brandon’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Brandon

How do I contact Brandon?

Call Merrill at (800) 637-7455 and ask for Brandon White. Brandon works from the Anniston, AL office.

How long has Brandon been a financial advisor?

Brandon has been in the industry since 1997, about 29 years. Top 17% by experience at Merrill.

What licenses does Brandon hold?

Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.

Is Brandon a fiduciary?

Brandon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Brandon paid?

Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Brandon for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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