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James White, financial advisor Tyler TX

James White

Pinnacle Financial Group

CRD Number: 4336610
Current Firm: Securities America Advisors, Inc.
Compensation Model: Both
James White (CRD# 4336610) is an Investment Advisor Representative working at First Allied Advisory Services, Inc. in Tyler, TX and has over 17 years of experience in the finance industry.
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Company Name Location Dates Years
Securities America, Inc. Tyler, TX May 2019 - Current 5
Securities America Advisors Tyler, TX May 2019 - Current 5
First Allied Securities Inc. San Diego, CA Dec 2012 - May 2019 6
First Allied Advisory Services, Inc. Chesterfield, MO Dec 2012 - May 2019 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2001
S65 NASAA Investment Advisors Law Examination Dec 2003
Contact Info for James A. White
3527 S Broadway, Tyler, TX 75701
Phone Number: 402-399-9111
Advisor Website: http://www.pfgtyler.com
Firm Website: https://www.walterfinancialservices.com/
Registered State(s):
  • TX
Current Firm Details
Securities America Advisors, Inc.
Firm's CRD Number: 110518
12325 Port Grace Blvd., La Vista, NE 68128
By the Numbers
  • Total Assets Under Management
    40,420
    MILLIONS
  • Total Number of Accounts
    211,150
    ACCOUNTS
  • Average Account Value
    $191,430
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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, VI, VT, WA, WI, WV, WY

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