C Michael White, Jr,
C Michael works as a financial professional in the following areas
Biblical Responsible Investing (BRI),Financial Planning,Investment Management,Legacy Planning,Retirement Planning
Clients rely on C Michael for his expertise in
Financial Advisor,Financial Planner,Insurance,Registered Representative
– Hebrews 12:2
Contact C Michael today!
Meet C Michael White, Jr
Helping clients since 1991
About LegacyUSA, Inc.
In business since 2000
Michael White is a Registered Representative and Registered Principal offering Securities and Advisory Services through Royal Alliance Associates, Inc., Member FINRA/SIPC and holds FINRA Series 6, Series 22, Series 26, Series 62 and Series 63 licenses. He is also licensed through the Texas Department of Insurance with a Group 1 Insurance License and a Group 4 Variable Contract Agents Incense. He has reciprocating licenses to conduct business in Arkansas, Colorado and New York.
In the spring of 1909, Mike’s great-grandfather moved his family from San Antonio, Texas to a small rural town in southwestern Pennsylvania. In the spring of 1983, Mike was asked by his company to head up the management efforts for their southern region and accepted a promotional transfer to Dallas. Once back in Texas, he met and married the former Carrie Dawn Sutton. They have two children, Erica Nicole White and Cody Michael White – and their faithful dog, Bowser. Erica is a graduate of The University of North Texas and is currently a student at the Sandra Day O’Connor College of Law, Arizona State University. Cody is a graduate of Davidson College and is currently a student at Baylor Law School, Baylor University.
Mike has a Bachelor of Science Degree in Marketing and Management from West Virginia University and an MBA in Financial Management from Southern Illinois University. Carrie has her undergraduate degree in finance from Baylor University and her MBA from the University of North Texas; both serve on the Board of Directors of Mike’s financial services firm, C&M LegacyUSA, Inc. (aka, LegacyUSA).
Before embarking on his business career, Mike proudly served his country; he is a Vietnam ERA Veteran and completed 4 years of honorable active duty in the United States Air Force.
Since 1991, Mike has served family and business clientele in the financial services industry from his Dallas home base, specializing in the “coordination of design between the 3 phases of a family’s financial life” (Accumulation Phase, Income Phase, Legacy Phase). He has been admitted to the rank of Registered Financial Consultant (RFC) by the Board of Directors of the International Association of Registered Financial Consultants, Inc. (IARFC), has attained recognition as a Christian Financial Consultant (CFC) by the National Association of Christian Financial Consultants (NACFC), is a graduate of The Nick Murray Master Class, and has several years of teaching experience relative to personal and family financial disciplines.
He has been a certified instructor for Successful Money Management Seminars and Financial Strategies for Successful Retirement and conducted seminars at both individual churches and at several Dallas colleges and universities. The educational institutions include Eastfield College, Collin County Community College, the Dallas campus of LaTourneau University and Southern Methodist University (SMU) main campus.
In partnership with you and your family, Mike is dedicated to providing (1) the guidance you and your family require and (2) the solutions to the financial challenges you will face over your lifetime.
C Michael is Licensed in Arkansas,Colorado,New York,Texas
C Michael has been an NACFC Member since 1999
“To glorify God through Jesus Christ as our Lord and Savior as we serve the needs of our clients and our fellow registered representatives.”
LegacyUSA, Inc. 5700 Granite Parkway Suite 200 Plano, TX 75024-6042
Office Phone: (972) 731-6760 Direct: (972) 731-6760
Number of Employees: 1-10 Financial Professionals: 1-10 Assets Managed: 1-100m