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Jaime Melissa Mcphee

WHITEBARK INVESTORS LP·INCLINE VILLAGE, Nevada
Clean recordWHITEBARK INVESTORS LP
893 TAHOE BOULEVARD, INCLINE VILLAGE, NV 89451CRD# 5061602Firm CRD# 331803

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jaime Melissa Mcphee · INCLINE VILLAGE, NV
Registration
CRD #5061602 · WHITEBARK INVESTORS LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jaime Melissa Mcphee is a registered financial advisor based in INCLINE VILLAGE, Nevada, affiliated with WHITEBARK INVESTORS LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
WHITEBARK INVESTORS LP
WHITEBARK INVESTORS
AUM
$333M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at WHITEBARK INVESTORS LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5061602
Firm CRD# 331803
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jaime Melissa Mcphee offer?
Jaime Melissa Mcphee specializes in Retirement Planning. Contact their office in INCLINE VILLAGE, Nevada for a consultation.
What are Jaime Melissa Mcphee's credentials?
Jaime Melissa Mcphee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jaime Melissa Mcphee located?
Jaime Melissa Mcphee is based in INCLINE VILLAGE, Nevada, working with WHITEBARK INVESTORS LP. Their office serves clients in the INCLINE VILLAGE metropolitan area and surrounding communities.
How does Jaime Melissa Mcphee charge for services?
Jaime Melissa Mcphee's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WHITEBARK INVESTORS LP?
WHITEBARK INVESTORS LP has approximately 5 employees and manages $333M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WHITEBARK INVESTORS LP

Thomas Endel Mcconnon
INCLINE VILLAGE, NV

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Nevada
LAS VEGAS (195)RENO (129)HENDERSON (31)SPARKS (7)CARSON CITY (6)ELKO (3)STATELINE (3)GLENBROOK (2)PAHRUMP (2)MINDEN (2)
City Guides
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Research
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