Caira White
Investment adviser representative at Osaic Wealth, Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$234.9BFirm 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
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Osaic Wealth, Inc.Feb 2025 to now
- Farther Finance AdvisorsJun 2024 to Feb 2025
- Els Vision Wealth ManagementOct 2020 to May 2024
- Lincoln Financial AdvisorsAug 2019 to Oct 2020
- Wylie IsdFeb 2019 to May 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2018 to Aug 2018
- American Campus CommunitiesMay 2017 to Dec 2018
- Tapingo Inc.Jan 2017 to Oct 2018
- Ttu Office of AdvancementJan 2017 to Apr 2017
- Ttu LibrariesFeb 2015 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (TX).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 6964538
- Firm CRD
- 23131