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Malissa Jeanne White

Sanctuary Advisors, LLC

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About Malissa Jeanne White

Malissa Jeanne White has been working in the financial industry since 2000 and is currently registered with Sanctuary Advisors, LLC. Malissa Jeanne White is a registered representative and investment advisor representative in the state of Oregon and has a Series 66, Series 7 and SIE license. Malissa Jeanne White's prior employment included positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. in the Bend, OR area.

Firm Information

Malissa White is currently registered with Sanctuary Advisors, LLC. Sanctuary Advisors, LLC is an Indianapolis, Indiana-based wealth management firm with over $22 billion in regulatory assets under management. The firm serves individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Their services include financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisors. The firm also participates in wrap fee programs.
Sanctuary Advisors, LLC

3815 RIVER CROSSING PKWY

INDIANAPOLIS, IN 46240

$22.02B

Assets Under Management

Not reported

Total Clients

300

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Malissa White’s Registration & Firm History

OR

09/01/2023 - Present

Sanctuary Advisors, LLC (Bend OR)

OR

10/24/2000 - 09/07/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEND OR)

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Licenses & Designations

BOTH

Issued 03/30/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/23/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Malissa Jeanne White.
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