MW
CFP
MW
CFP

Michael White

38 Years of Experience
Langley, WA
Broker

Michael White is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Langley, WA, with 38 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Langley, WA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Michael owns Michael White Financial, an S-Corp established in 2011 for tax reporting purposes. The time commitment varies.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
February 2012 - Present · 14 yrs 3 mos
Previous Registrations
Cetera Advisors LLC
February 2012 - March 2024 · 12 yrs 1 mo
Pacific West Securities, INC.Broker
July 2010 - February 2012 · 1 yr 7 mos
Pacific West Financial Consultants INC
July 2010 - February 2012 · 1 yr 7 mos
Raymond James Financial Services Advisors, INC
January 2009 - July 2010 · 1 yr 6 mos
Raymond James Financial Services
June 2006 - January 2009 · 2 yrs 7 mos
Raymond James Financial Services, INC.Broker
June 2001 - July 2010 · 9 yrs 1 mo
Financial Network Investment CorporationBroker
April 1996 - June 2001 · 5 yrs 2 mos
Aegon USA Securities INC.Broker
September 1995 - March 1996 · 6 mos
Linsco/private Ledger CORP.Broker
October 1994 - October 1995 · 1 yr
Key Brokerage Company, INC.Broker
June 1993 - September 1994 · 1 yr 3 mos
Murphey Favre, INC.Broker
April 1993 - June 1993 · 2 mos
Gna Securities, INC.Broker
February 1991 - April 1993 · 2 yrs 2 mos
Pacific First Securities, LTD.Broker
October 1989 - February 1991 · 1 yr 4 mos
American Express Financial Advisors INC.Broker
January 1988 - November 1989 · 1 yr 10 mos
State Registrations16 states
AZCACOFLIDINKYMAMTNDNENMTXWAWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.