Eric White, financial advisor Nicholasville KY

Eric White

CRD Number: 4797829
Current Firm: Spectrum Financial Alliance, Ltd., LLC

Eric White (CRD# 4797829) is an Investment Advisor Representative working at Spectrum Financial Alliance, Ltd., LLC in Nicholasville, KY and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Spectrum Financial Alliance Nicholasville, KY Jul 2018 - Current 5
Guardian Life Insurance Co Of America Louisville, KY Jun 2017 - Current 6
Park Avenue Securities, LLC Louisville, KY Jun 2017 - Current 6
Park Avenue Securities Lexington, KY Jun 2017 - Current 6
Guardian Life Insurance Lexington, KY Jun 2017 - Current 6
Mml Investors Services, LLC Lexington, KY Mar 2017 - May 2017 < 1
Metlife Financial Services Lexington, KY May 2004 - May 2017 13
Metlife Securities Lexington, KY May 2004 - May 2017 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2004
S66 NASAA Uniform Combined State Law Examination Feb 2015
Contact Info for Eric P. White
Phone Number: 859-223-6333
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    228
    MILLIONS
  • Total Number of Accounts
    1,121
    ACCOUNTS
  • Average Account Value
    $203,268
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

FL, GA, IL, IN, KY, TN, TX

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