Paul White, financial advisor Boise ID
96 score

Paul White

CRD Number: 1411481
Current Firm: Berkeley, Inc.

Paul White (CRD# 1411481) is an Investment Advisor Representative working at Berkeley, Inc. in Boise, ID and has over 16 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Berkeley, Inc. Boise, ID Feb 2003 - Current 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2000
Contact Info for Paul S. White
Phone Number: 208-853-6980
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    190
    MILLIONS
  • Total Number of Accounts
    828
    ACCOUNTS
  • Average Account Value
    $229,710
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, ID

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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