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Audrey E White

Fiduciary Consulting Group

Portland, OR

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Current Employers
Fiduciary Consulting Group

5299 Dtc Blvd., Suite 1000, Greenwood Village, CO 80111 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2020-01-27
  • OR RA
    APPROVED
    Since 2020-01-27

Branch Locations

9755 Sw Barnes Road Suite 660, Portland, OR 97225 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morley Capital Management Portland OR 12/2005 05/2019
Princor Financial Services Corporation Portland OR 09/2007 05/2019
Morgan Stanley Institutional Investment Advisors Llc Portland OR 04/2019 Present
  • 12/2005 → 05/2019
    Morley Capital Management
    Portland, OR
  • 09/2007 → 05/2019
    Princor Financial Services Corporation
    Portland, OR
  • 04/2019 → Present
    Morgan Stanley Institutional Investment Advisors Llc
    Portland, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-01-26
S63 Uniform Securities Agent State Law Examination 2002-12-30
  • S65 Uniform Investment Adviser Law Examination
    2020-01-26
  • S63 Uniform Securities Agent State Law Examination
    2002-12-30
Other Names
  • Audrey Ellen Kim
  • Audrey Ellen Kim
  • Audrey Ellen White

View on SEC IAPD

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MERCER GLOBAL ADVISORS INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC

Other Investors

ALEX JOHN SHEPPARD
DANIEL JOSEPH HECK
Lucas F Ellis
JACQUELYN MARIE PASCIAK
STEVEN MICHAEL FAIN
BRANDON LEE ERICKSON
DAVID KENT PEDERSON
Derek Jon Cram

Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR
INMAN FINANCIAL SERVICES, INC. · PORTLAND, OR
PINNACLE WEALTH ADVISORS · Portland, OR
OSAIC WEALTH, INC. · TIGARD, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR

More in Portland, OR

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