Unclaimed Profile

Bruce David White

PHILLIP B. WHITE CO., INC.·SAN LUIS OBISPO, California

SIE, Series 7, Series 24, Series 63CFPClean record32 years registeredPHILLIP B. WHITE CO., INC.

11573 LOS OSOS VALLEY ROAD, SAN LUIS OBISPO, CA 93405CRD# 732362Firm CRD# 300623

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bruce David White · SAN LUIS OBISPO, CA

Registration

CRD #732362 · PHILLIP B. WHITE CO., INC. · 32 years registered

Brand Profile

Not yet started

Career History

PHILLIP B. WHITE CO., INC

Apr 2019 – present

FOOTHILL SECURITIES, INC.

Dec 2016 – Dec 2016

Danville, CA

SECURITIES AMERICA ADVISORS, INC.

Dec 2016 – Oct 2019

DANVILLE, CA

FOOTHILL SECURITIES, INC.

Oct 2008 – Dec 2016

DANVILLE, CA

ASSOCIATED SECURITIES CORP.

Jul 2002 – Oct 2008

FREMONT, CA

ASSOCIATED PLANNERS INVESTMENT ADVISORY INC

Sep 1993 – Oct 2008

FREMONT, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · September 10, 1993

Years registered · 32

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PHILLIP B. WHITE CO., INC.

CRD 300623 · SEC 801-114890

AUM

$244M

Regulatory assets under management

Employees

582 client accounts

Services offered by PHILLIP B. WHITE CO., INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PHILLIP B. WHITE CO., INC. →

Introduction

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Frequently Asked Questions

What services does Bruce David White offer?

Bruce David White specializes in Financial Planning, Investment Management. Contact their office in SAN LUIS OBISPO, California for a consultation.

What are Bruce David White's credentials?

Bruce David White holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Bruce David White located?

Bruce David White is based in SAN LUIS OBISPO, California, working with PHILLIP B. WHITE CO., INC.. Their office serves clients in the SAN LUIS OBISPO metropolitan area and surrounding communities.

How does Bruce David White charge for services?

Bruce David White's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PHILLIP B. WHITE CO., INC.?

PHILLIP B. WHITE CO., INC. has approximately 2 employees and manages $244M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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