Zachary Joseph White
Investment adviser representative at Phillip B. White Co., Inc
12 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$318.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Securities America AdvisorsMay 2017 to now
- Securities America, Inc.Dec 2016 to now
- Phillip B. White Co., IncMay 2014 to now
- Foothill Securities IncMay 2014 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 3 states (CA, TX, WA).
Phillip B. White Co., Inc
Legal name: Phillip B. White Co., Inc.
$318.7MAssets managed
246Clients
2Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6339910
- Firm CRD
- 300623