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Thomas Albert White

WHITE & COMPANY FINANCIAL PLANNING, INC.·SUNNYSIDE, Washington
Clean record25 years registeredWHITE & 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. · 25 years registered
Brand Profile
Not yet started
01

Career History

WHITE & COMPANY FINANCIAL PLANNING, INC.
Oct 2000 – present
02

Registrations & Exams

Registration record
First registered · October 30, 2000
Years registered · 25
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. →
Introduction

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05

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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