Nicholas White (CRD# 5506979) is an Investment Advisor Representative working at Independent Financial Group, LLC in Astoria, OR and has over 15 years of experience in the finance industry.
CRD# 4332935
Raymond James Financial Services Advisors, Inc.
CRD# 2064238
Edward Jones
CRD# 2726495
Nations Financial Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independent Financial Group | Astoria, OR | Jan 2018 - Current | 6 |
| Heritage Financial Services | Bellevue, WA | Mar 2013 - Current | 11 |
| Nic White Independent Insurance | Bellevue, WA | Feb 2013 - Current | 11 |
| United Planners' Financial Services | Scottsdale, AZ | Mar 2013 - Jan 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2008 |
- OR
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Total Assets Under Management6,751MILLIONS
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Total Number of Accounts30,369ACCOUNTS
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Average Account Value$222,295
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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