Zachary Joseph White

Employer firm

Phillip B. White Co., Inc CRD 300623

$319M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2014 → 12/2016
  Foothill Securities Inc
  Danville, CA
• 05/2014 → Present
  Phillip B. White
  Danville, CA
• 12/2016 → Present
  Securities America, Inc.
  Danville, CA
• 05/2017 → Present
  Securities America Advisors
  Danville, CA

Previous Registrations

• 2017-05-18 → 2019-10-01
  Securities America Advisors, Inc.
  Danville, CA

Other Businesses

Securities America Advisors - Position: IAR - Nature: Investment Advisory Services - Investment Related: Yes - Start Date: 05/2017 Address: 4125 Blackhawk Plaza Danville, CA 94506 PHILLIP B WHITE CO, INC. POSITION: Sales Assisstant NATURE: Insurance Brokerage Services for Life, Disability, LTC and P+C policies. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/14/2014 ADDRESS: 4125 Blackhawk Plaza Cr #203, Danville CA 94506, United States DESCRIPTION: Repsonsible for admininstration/servicing of new/current policies, sales. Helping get policies placed and dealing with client correspondance

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-10-26

Designations

• Certified Financial Planner

Other Names

• Zach White