Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Jonathan White has been in the financial industry since 1995. David is currently registered with Cambridge Investment Research Advisors, Inc. in Utah and Texas. David also holds registrations in numerous other states. David previously worked at First Western Advisors and Securities America, Inc. in a variety of roles. David has a strong background in investment management and financial planning. David's focus is on providing personalized financial advice and helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Solicitation fees from 3rd party money managers
1
2
UT
10/03/2006 - Present
Cambridge Investment Research Advisors, Inc. (SALT LAKE CITY UT)
UT
01/02/2002 - 10/02/2006
FIRST WESTERN ADVISORS (SALT LAKE CITY UT)
NE
06/16/1995 - 01/02/2002
SECURITIES AMERICA, INC. (LAVISTA NE)
IA
Issued 08/15/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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