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James Eric Parker

WHITE & COMPANY FINANCIAL PLANNING, INC.·SUNNYSIDE, Washington
Series 65Clean record24 years registeredWHITE & COMPANY FINANCIAL PLANNING, INC.
910 FRANKLIN AVE, SUNNYSIDE, WA 98944CRD# 4560578Firm CRD# 115326

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Eric Parker · SUNNYSIDE, WA
Registration
CRD #4560578 · WHITE & COMPANY FINANCIAL PLANNING, INC. · 24 years registered
Brand Profile
Not yet started
01

Career History

WHITE & COMPANY FINANCIAL PLANNING, INC.
Jul 2002 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · July 19, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WHITE & COMPANY FINANCIAL PLANNING, INC.
CRD 115326 · SEC 801-129965
AUM
$115M
Regulatory assets under management
Employees
5
650 client accounts
Services offered by WHITE & COMPANY FINANCIAL PLANNING, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WHITE & COMPANY FINANCIAL PLANNING, INC. →
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05

Frequently Asked Questions

What services does James Eric Parker offer?
James Eric Parker specializes in Financial Planning, Investment Management. Contact their office in SUNNYSIDE, Washington for a consultation.
What are James Eric Parker's credentials?
James Eric Parker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Eric Parker located?
James Eric Parker is based in SUNNYSIDE, Washington, working with WHITE & COMPANY FINANCIAL PLANNING, INC.. Their office serves clients in the SUNNYSIDE metropolitan area and surrounding communities.
How does James Eric Parker charge for services?
James Eric Parker's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WHITE & COMPANY FINANCIAL PLANNING, INC.?
WHITE & COMPANY FINANCIAL PLANNING, INC. has approximately 5 employees and manages $115M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WHITE & COMPANY FINANCIAL PLANNING, INC.

Thomas Albert White
SUNNYSIDE, WA

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