Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Thomas White is a financial advisor with over 25 years of experience in the financial services industry. Brian is currently registered with United Planners' Financial Services of America A Limited Partner, based in Scottsdale, Arizona and Tampa, Florida. Brian has previously been registered with several other firms including Cetera Advisor Networks LLC, Cetera Advisors LLC, Cetera Financial Specialists LLC, Cetera Investment Services LLC, First Allied Securities, Inc., Summit Brokerage Services, Inc., Girard Securities, Inc., Investors Capital Corp., Legend Equities Corporation, VSR Financial Services, Inc., ING Financial Partners, Inc., Locust Street Securities, Inc., Princor Financial Services Corporation, American Express Financial Advisors Inc., and Olde Discount Corporation. Brian holds multiple industry certifications, including the Series 7, Series 24, Series 4, Series 52, Series 53, and Series 63. He is also a licensed investment advisor in Arizona and Florida. Brian specializes in providing financial planning, investment management, and retirement planning services to individuals and families.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
05/08/2023 - Present
United Planners' Financial Services OF America A Limited Partner (Tampa FL)
CA
09/11/2018 - 12/17/2022
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
CO
09/11/2018 - 12/17/2022
CETERA ADVISORS LLC (GREENWOOD VILLAGE CO)
IL
09/11/2018 - 12/17/2022
CETERA FINANCIAL SPECIALISTS LLC (SCHAUMBURG IL)
MN
09/11/2018 - 12/17/2022
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
CA
09/11/2018 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
FL
09/11/2018 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
IL
01/28/2016 - 09/05/2018
CETERA FINANCIAL SPECIALISTS LLC (SCHAUMBURG IL)
CA
01/28/2016 - 09/05/2018
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
FL
01/28/2016 - 09/05/2018
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
GA
04/30/2010 - 09/05/2018
CETERA INVESTMENT SERVICES LLC (ATLANTA GA)
GA
05/09/2005 - 09/05/2018
CETERA ADVISORS LLC (ATLANTA GA)
GA
04/28/2005 - 09/05/2018
CETERA ADVISOR NETWORKS LLC (ATLANTA GA)
CA
01/28/2016 - 11/01/2017
GIRARD SECURITIES, INC. (SAN DIEGO CA)
FL
01/28/2016 - 12/14/2016
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
MA
01/28/2016 - 11/09/2016
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
KS
01/28/2016 - 11/09/2016
VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
GA
11/06/2003 - 02/01/2010
ING FINANCIAL PARTNERS, INC. (ATLANTA GA)
IA
03/11/1999 - 12/31/2003
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
IA
04/03/1998 - 02/01/1999
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MN
03/04/1997 - 01/26/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/04/1997 - 01/26/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MI
08/13/1996 - 10/14/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 12/16/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2000
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/12/1999
Series 4 - Registered Options Principal Examination
BC
Issued 06/04/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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