Nicholas White, financial advisor Ephrata WA
93 score

Nicholas White

CRD Number: 5506979
Current Firm: United Planners' Financial Services Of America A Limited Partner

Nicholas White (CRD# 5506979) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Ephrata, WA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
United Planners' Financial Services Scottsdale, AZ Mar 2013 - Current 3
Heritage Financial Services Bellevue, WA Mar 2013 - Current 3
Nic White Independent Insurance Bellevue, WA Feb 2013 - Current 3
Hornor Townsend & Kent Inc. Horsham, PA Dec 2010 - Mar 2013 2
Pacific Capital Resources Group Bellvue, WA Dec 2010 - Mar 2013 2
Edward Jones St. Louis, MO Mar 2008 - Nov 2010 2
Versa Corporation Astoria, OR Jul 2004 - Mar 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2008
Contact Info for Nicholas F. White
Phone Number: 480-991-0225
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    1,806
    MILLIONS
  • Total Number of Accounts
    9,587
    ACCOUNTS
  • Average Account Value
    $188,339
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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