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White Horse Advisors, LLC | SEC Registered Investment Advisor, White Horse Advisors LLC, Patrick Ungashick, RIA, financial advisory representatives, retirement plan sponsors, Georgia business, fee-based financial and advisory services to the owners of closely-held businesses and retirement plan sponsors

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Press Releases from White Horse Advisors, LLC :

White Horse Advisors’ Chief Operating Officer, Stephen Griner, Earns Chartered Financial Analyst Designation

White Horse Advisors

ATLANTA, Ga. (SEND2PRESS NEWSWIRE) — White Horse Advisors, LLC, an independently-owned provider of financial advisory services to owners of closely-held businesses and retirement plan sponsors, announces that Stephen Griner, COO of White Horse Advisors, has earned the Chartered Financial Analyst (CFA) designation. Griner was one of only 42 percent of investment professionals to pass the June 2010 CFA exam. He is the first CFA charterholder at White Horse Advisors.

White Horse Advisors Announces Launch of Navix Exit Planning System

White Horse Advisors

ATLANTA, Ga. (SEND2PRESS NEWSWIRE) — White Horse Advisors, LLC, an independently-owned provider of financial advisory services to owners of closely-held businesses and retirement plan sponsors, announces the launch of Navix, a 14-step process for business value creation and exit planning.

White Horse Advisors Completes Conversion to U.S. Securities and Exchange Commission (SEC) Registered Investment Advisor

White Horse Advisors

ATLANTA, Ga. (SEND2PRESS NEWSWIRE) — White Horse Advisors, LLC, an independently-owned provider of financial advisory services to owners of closely-held businesses and retirement plan sponsors, is an SEC-registered investment advisor (RIA) as of March 9, 2010. White Horse Advisors joins a growing number of financial advisory representatives nationwide that are registering independently of broker-dealers.