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James Eric Parker

White & Company Financial Planning, Inc.

Sunnyside, WA

CRD 4560578

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Employer firm

White & Company Financial Planning, Inc. CRD 115326

$150M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
White & Company Financial Planning, Inc.

910 Franklin Ave Suite 3, Sunnyside, WA 98944 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2002-07-19
  • WA RA
    APPROVED
    Since 2002-07-19

Branch Locations

910 E. Franklin, Suite 3 P. O. Box 898, Sunnyside, WA 98944 • 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
White & Company, Pc Sunnyside WA 10/1998 Present
White & Co Financial Planning, Inc Sunnyside WA 07/2002 Present
  • 10/1998 → Present
    White & Company, Pc
    Sunnyside, WA
  • 07/2002 → Present
    White & Co Financial Planning, Inc
    Sunnyside, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-07-03
  • S65 Uniform Investment Adviser Law Examination
    2002-07-03

View on SEC IAPD

Nearby Firms

HERNANDEZ FINANCIAL
EDWARD JONES

Nearby Investors

JESSE HERNANDEZ
GREGORY D VANDER TOP
THOMAS ALBERT WHITE

Nearby Offices

HERNANDEZ FINANCIAL · SUNNYSIDE, WA
WHITE & COMPANY FINANCIAL PLANNING, INC. · SUNNYSIDE, WA
WHITE & COMPANY FINANCIAL PLANNING, INC. · SUNNYSIDE, WA

More in Sunnyside, WA

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