Richard Murphree 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

• 01/1983 → Present
  R.M. White & Associates
  Santa Ana, CA
• 08/1998 → 09/2025
  Avantax Investment Services, Inc.
  Santa Ana, CA
• 08/2021 → 09/2025
  Avantax Insurance Agency And Or Avantax Insurance Service
  Newport Beach, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Newport Beach, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 1998-11-17 → 2025-09-05
  Avantax Advisory Services
  Newport Beach, CA

Other Businesses

1) R M White & Associates~'NIR'~1920 E Warner Ave., Suite H~Santa Ana~CA~92705~Tax Preparation/Accounting~Tax Preparation/Accounting~12/7/2009~175hrs~150hrs~Tax Preparation and Planning. Financial Statement Auditing, Review and Compilations.

Exams

• S66 Uniform Combined State Law Examination
  1998-09-22

Designations

• Certified Financial Planner

Other Names

• Richard Murphree White