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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric White is a financial advisor with Sanctuary Advisors, LLC. Eric is also registered with the state of Oregon as an Investment Advisor Representative. Eric has been in the financial services industry since October 1994. He is a Certified Financial Planner (CFP®) and has a wide range of experience in financial planning, investment management, and retirement planning. Eric specializes in helping individuals and families develop personalized financial plans that meet their unique needs and goals. Eric holds licenses in 28 states. Eric's firm, Sanctuary Advisors, LLC, is a registered investment advisor with the Securities and Exchange Commission (SEC). Sanctuary Advisors, LLC offers a variety of financial services to individuals, families, and businesses.
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.
A percentage of the total value of assets under management is charged.
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IN
09/03/2021 - Present
Sanctuary Advisors, LLC (INDIANAPOLIS IN)
OR
10/25/1994 - 09/07/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEND OR)
IA
Issued 07/26/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/23/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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