Samantha White is a registered investment advisor at Cetera Investment Advisers LLC, based in Greeley, CO, with 4 years of industry experience. Samantha 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
Firm Size
IM Fee
Assets Under Management
Location
4657 W 20th St, Suite C, Greeley, CO, 80634
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Samantha owns and operates West Ridge Bookkeeping and Accounting Services LLC, dedicating about a third of her time to tax preparation and general accounting services. She also works as a contracted driver for Instacart and Spark, spending minimal time on these activities.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
State Registrations7 states
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