Michael William White

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2005 → 09/2018
  Independent Insurance Sales
  Everett, WA
• 01/2013 → Present
  Cetera Advisors Llc
  Denver, CO
• 01/2011 → Present
  Michael White Financial
  Everett, WA
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2010-07-09 → 2012-02-28
  Pacific West Financial Consultants Inc
  Renton, WA
• 2009-01-02 → 2010-07-06
  Raymond James Financial Services Advisors, Inc
  Everett, WA
• 2006-06-19 → 2009-01-02
  Raymond James Financial Services, Inc.
  Everett, WA
  Everett, WA

Other Businesses

1. NAME OF OTHER BUSINESS: MICHAEL WHITE FINANCIAL; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: S-CORP FOR TAX REPORTING; START DATE: 1/2011; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: PASS THROUGH FOR TAX REPORTING;

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-21
• S63 Uniform Securities Agent State Law Examination
  1987-11-30

Designations

• Certified Financial Planner

Other Names

• Mike White