Samantha Elnora White
Investment adviser representative at Cetera Investment Advisers LLC
9 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business
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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
9 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- West Ridge Financial Services LLCOct 2024 to now
- InstacartNov 2023 to now
- SparkSep 2023 to now
- West Ridge Bookkeeping & Accounting Services LLCJul 2016 to now
- Avantax Insurance Agency And/or Avantax Insurance ServicesMay 2025 to Sep 2025
- Avantax Advisory ServicesNov 2024 to Sep 2025
- Avantax Investment Services IncNov 2024 to Sep 2025
- Commonwealth Financial NetworkMar 2021 to Oct 2024
- Intrinsic Financial Design GroupMar 2021 to Oct 2024
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 7170170
- Firm CRD
- 105644