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Thomas Albert White

WHITE & COMPANY FINANCIAL PLANNING, INC.·SUNNYSIDE, Washington
Clean recordWHITE & COMPANY FINANCIAL PLANNING, INC.
910 FRANKLIN AVE, SUNNYSIDE, WA 98944CRD# 4449545Firm CRD# 115326

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Albert White · SUNNYSIDE, WA
Registration
CRD #4449545 · WHITE & COMPANY FINANCIAL PLANNING, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Thomas Albert White is a registered financial advisor based in SUNNYSIDE, Washington, affiliated with WHITE & COMPANY FINANCIAL PLANNING, 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
WHITE & COMPANY FINANCIAL PLANNING, INC.
WHITE & COMPANY FINANCIAL PLANNING, INC.
AUM
$115M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at WHITE & COMPANY FINANCIAL PLANNING, INC. →
Services
Financial planning
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4449545
Firm CRD# 115326
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Thomas Albert White offer?
Thomas Albert White specializes in Financial Planning, Investment Management. Contact their office in SUNNYSIDE, Washington for a consultation.
What are Thomas Albert White's credentials?
Thomas Albert White is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Albert White located?
Thomas Albert White 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 Thomas Albert White charge for services?
Thomas Albert White'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.

James Eric Parker
SUNNYSIDE, WA

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