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Alex White

Investment adviser representative at Miller Financial Services in Marshall, MI

Investment adviser registrationUpdated

Alex White is an investment adviser representative at Miller Financial Services LLC, an investment adviser managing $463M, and works from its Marshall, MI office. Alex White has been registered through Miller Financial Services since 29 June 2018, has 8 years in the industry across 1 firm and has passed the Series 65.

8
Years in industry
8
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 23 October 2026SEC record

Career

Alex White has been an investment adviser representative at Miller Financial Services since June 2018, and is not listed among the firm’s executive officers or direct owners.

Miller Financial Services LLC is a Marshall, MI firm with $463M under management, 584 clients and 3 advisers in one office, as of its September 2026 filing.

  1. – present · 8 years
    Marshall, MI · Adviser representative · Firm CRD 143788

Credentials and registrations

Investment adviser representative registrations

Alex White is registered as an investment adviser representative in Michigan, since June 2018.

  • MichiganSince 29 June 2018

Examinations

Series 6529 June 2018
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Alex George White
CRD
6977467
Firm
Miller Financial Services · CRD 143788
Office
801 W. MICHIGAN AVENUE, Marshall, MI 49068
Registration
Investment adviser registration
In the industry since
June 2018
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Alex White work?

Alex White is an investment adviser representative registered through Miller Financial Services LLC since June 2018, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 23 October 2026

Is Alex White a financial advisor?

Yes. Alex White has a current investment-adviser registration in Michigan, through Miller Financial Services since June 2018.

Source: IAPD individual record, checked 23 October 2026

How many years of experience does Alex White have?

Alex White has 8 years in the financial industry, since June 2018, across 1 adviser firm.

Source: IAPD individual record, checked 23 October 2026

What exams has Alex White passed?

Alex White passed the Series 65 in June 2018.

Source: IAPD individual record, checked 23 October 2026

Where is Alex White based?

Alex White’s registered office is in Marshall, MI.

Source: IAPD individual record, checked 23 October 2026

Is Alex White registered with FINRA?

No. Alex White has no current broker registration.

Source: IAPD individual record, checked 23 October 2026

How can I verify Alex White’s record?

Search CRD 6977467 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alex White’s full registration record.

Source: IAPD individual record, checked 23 October 2026

Leadership at Miller Financial Services

Sources

  1. IAPD individual record, CRD 6977467, checked 23 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Miller Financial Services LLC, filed 15 September 2026. Executive officers and direct owners; this person is not among them.