Sam White, financial advisor Temecula CA

Sam White

CRD Number: 1355546
Current Firm: White, Dunkirk $ Price Investment Advisory Inc.

Sam White (CRD# 1355546) is an Investment Advisor Representative working at White, Dunkirk $ Price Investment Advisory Inc. in Temecula, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
White Dunkirk & Price Temecula, CA Sep 1996 - Current 27

Sam White has no recent exams reported.
Contact Info for Sam D. White
Phone Number: 949-401-9009
Registered State(s):
  • CA
Current Firm Details
By the Numbers
  • Total Assets Under Management
    38
    MILLIONS
  • Total Number of Accounts
    128
    ACCOUNTS
  • Average Account Value
    $294,528
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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