Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan White is a registered representative with Equitable Advisors, LLC. Ian is licensed in California and Texas. Ian has been in the industry for less than 1 year, and is associated with the Walnut Creek, California branch of Equitable Advisors, LLC. Ian received a Uniform Combined State Law Examination certificate in November 2024.
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.
1
2
CA
02/19/2025 - Present
Equitable Advisors, LLC (WALNUT CREEK CA)
Active
Inactive
Not sure Ian White is the right advisor for you? Invested Better is here to help.
