Peter White, financial advisor Woodland Hills CA
93 score

Peter White

CRD Number: 1370464
Current Firm: Principal Global Investors

Peter White (CRD# 1370464) is an Investment Advisor Representative working at Principal Global Investors in Woodland Hills, CA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Principal Funds Distributor Folsom, CA Jan 2016 - Current < 1
Principal Life Insurance Company Santa Monica, CA Sep 2004 - Current 12
Princor Financial Services Corporation Santa Monica, CA Jan 2007 - Mar 2016 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1985
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for Peter A. White
Phone Number: 1-800-533-1390
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    177,022
    MILLIONS
  • Total Number of Accounts
    294
    ACCOUNTS
  • Average Account Value
    $602,114,767
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
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, PR, 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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