Philip Anderson White

Current Employers

Employment History

• 11/2014 → Present
  Retirement Plan Fiduciaries, Llc
  Austin, TX
• 06/2016 → Present
  Myfinancialanswers, Llc
  Cherry Hill, NJ

Previous Registrations

• 2015-02-12 → 2020-10-02
  Retirement Plan Fiduciaries, Llc
  San Antonio, TX
  Austin, TX
• 2017-07-24 → 2018-12-04
  Myfinancialanswers
  Cherry Hill, NJ
• 2006-07-06 → 2016-02-11
  Dc Advisors, Llc
  San Antonio, TX
• 2004-09-15 → 2006-05-02
  Usaa Financial Planning Services
  San Antonio, TX
  San Antonio, TX

Other Businesses

LONESTAR SANDWICH LLC; NON-INVESTMENT RELATED; 3910 CYPRESSWOOD DR., SPRING, TX; QUICKSERVE RESTAURANT FRANCHISE HOLDING COMPANY; MINORITY OWNER; 7/2013; 10 HRS/MONTH; 0 HRS/MONTH DURING TRADING HOURS; FINANCIAL ANALYSIS AND FORECASTING, STRATEGIC PLANNING, BUSINESS COACHING COTTONWOOD RESIDENTIAL; NON-INVESTMENT RELATED; 6340 S 3000 E, SUITE 500 SALT LAKE CITY, UT 84121; MULTI-FAMILY REAL ESTATE INVESTMENT TRUST; BOARD OF DIRECTORS; 10/2018; 20 HOURS/QUARTER; 2 HOURS/QUARTER DURING TRADING HOURS; STRATEGIC PLANNING, COMPENSATION COMMITTEE CHAIR

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-09-14
• S63 Uniform Securities Agent State Law Examination
  2002-11-25

Designations

Other Names

• Phil White