Eric White is a CFP-designated registered investment advisor, based in Bend, OR, with 31 years of industry experience.
Location
233 SW Wilson Avenue, Suite 204, Bend, OR, 97702
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Sanctuary Advisors, LLC
September 2021 - Present · 4 yrs 8 mos
Sanctuary Securities, INC.Broker
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 1995 - September 2021 · 26 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1994 - September 2021 · 26 yrs 11 mos
State Registrations27 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.