Joel White is a CFP, ChFC-designated registered investment advisor, based in Spokane Valley, WA, with 32 years of industry experience.
Location
16201 E Indiana Ave Ste 2280, Spokane Valley, WA, 99216
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joel operates under the DBA PacNorth Retirement Group for his LPL business, dedicating most of his time to it. He also engages in non-variable insurance activities and is involved with JCWC Co LLC for tax/investment purposes, spending minimal time on the latter.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Securities America Advisors, INC.
Securities America, INC.Broker
Sunset Financial Services, INC.Broker
Sunset Financial Services, INC.
Beneficial Investment Services, INC.
Beneficial Investment Services, INC.Broker
Allegis Advisors, INC.
Esi Financial Advisors
Equity Services, INC.Broker
Titan/value Equities Group, INC.Broker
MML Investors Services, INC.Broker
State Registrations16 states
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