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Bruce David White

PHILLIP B. WHITE CO., INC.·SAN LUIS OBISPO, California
Clean recordPHILLIP 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Bruce David White is a registered financial advisor based in SAN LUIS OBISPO, California, affiliated with PHILLIP B. WHITE CO., INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PHILLIP B. WHITE CO., INC.
PHILLIP B. WHITE CO., INC
AUM
$244M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at PHILLIP B. WHITE CO., INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 732362
Firm CRD# 300623
View on FINRA BrokerCheck →

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05

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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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Research
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