RIA Intelligence

WHITE & COMPANY FINANCIAL PLANNING, INC.

CRD #115326 SEC #801-129965 SUNNYSIDE, WA 509-837-6700
SEC Registered
Total AUM
$131.1M
Discretionary
$131.1M
Employees
5
Clients
10
Accounts
658

Firm Details

Organization Type
Corporation
State of Formation
Washington
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 22, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
PARKER, JAMES, ERICIVICE PRESIDENTD Control
PARKER, JAMES, ERICIVICE PRESIDENTD Control
PARKER, JAMES, ERICIVICE PRESIDENTD Control
PARKER, JAMES, ERICIVICE PRESIDENTD Control
PARKER, JAMES, ERICIVICE PRESIDENTD Control
PARKER, JAMES, ERICIVICE PRESIDENTD Control
PARKER, JAMES, ERICIVICE PRESIDENTD Control
PARKER, JAMES, ERICIVICE PRESIDENTD Control
PARKER, JAMES, ERICIVICE PRESIDENTD Control
PARKER, JAMES, ERICIVICE PRESIDENTD Control
PARKER, JAMES, ERICIVICE PRESIDENTD Control
PARKER, JAMES, ERICIVICE PRESIDENTD Control
WHITE, THOMAS, ALBERTICHIEF COMPLIANCE OFFICERD Control
WHITE, THOMAS, ALBERTICHIEF COMPLIANCE OFFICERD Control
WHITE, THOMAS, ALBERTICHIEF COMPLIANCE OFFICERD Control
WHITE, THOMAS, ALBERTICHIEF COMPLIANCE OFFICERD Control
WHITE, THOMAS, ALBERTICHIEF COMPLIANCE OFFICERD Control
WHITE, THOMAS, ALBERTICHIEF COMPLIANCE OFFICERD Control
WHITE, THOMAS, ALBERTICHIEF COMPLIANCE OFFICERD Control
WHITE, THOMAS, ALBERTICHIEF COMPLIANCE OFFICERD Control
WHITE, THOMAS, ALBERTICHIEF COMPLIANCE OFFICERD Control
WHITE, THOMAS, ALBERTICHIEF COMPLIANCE OFFICERD Control
WHITE, THOMAS, ALBERTICHIEF COMPLIANCE OFFICERD Control
WHITE, THOMAS, ALBERTICHIEF COMPLIANCE OFFICERD Control

Registrations

Federal

IA
Mar 22, 2025 REGISTERED

Notice Filings (2)

ID WA

Address

910 FRANKLIN AVE
SUITE 3
SUNNYSIDE, WA 98944
United States
Phone: 509-837-6700