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Financial ADVSR advisor directory · SEC adviser records

White & Company Financial Planning, Inc. financial advisors in Sunnyside, WA

Every SEC-registered investment adviser representative at a White & Company Financial Planning, Inc. office in Sunnyside, A to Z.

The short answer

4 registered advisors work at White & Company Financial Planning, Inc. in Sunnyside, out of 4 at the firm nationwide; it ranks number 1 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

White & Company Financial Planning, Inc. advisors in Sunnyside, A to Z

Every White & Company Financial Planning, Inc. advisor →

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Questions

How many financial advisors does White & Company Financial Planning, Inc. have in Sunnyside?

4 investment adviser representatives are registered at White & Company Financial Planning, Inc. offices in Sunnyside, Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is White & Company Financial Planning, Inc. one of the largest advisor employers in Sunnyside?

White & Company Financial Planning, Inc. ranks number 1 in Sunnyside by registered advisors, ahead of every other firm.

How do I check a White & Company Financial Planning, Inc. advisor in Sunnyside?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the White & Company Financial Planning, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.