Christopher D. White

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CRD#: 1495944

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Christopher David White, CFP® was a registered financial professional .

Christopher is a previously registered financial professional and started their career in finance in 1986. Christopher had worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * DAVID WHITE INC; SAME AS BRANCH; INV REL; INSURANCE AGENCY; PRESIDENT; START DATE=01/1994; HRS/MO=200; TRADING HRS/MO=120; PRESIDENT, MANAGER, SALES * ASSOCIATION INSURANCE AND PENSION SERVICES; SAME AS BRANCH; INV REL; MARKETING OF FIXED INSURANCE PRODUCTS (LONG TERM CARE, DISABILITY INSURANCE) TO ASSOCIATIONS; OWNER; START DATE=01/2015; HRS/MO=4; TRADING HRS/MO=2; BROKER OF RECORD FOR INSURANCE PROGRAMS * FiftyFifty Wealth Management; same as branch; inv rel; marketing and recruiting; Partner; start date=01/2018; hrs/mo=5; trading hrs/mo=0; marketing and recruiting * The National Wealth Group; same as branch; inv rel; marketing/recruiting for agencies; Partner; start date=01/2019; hrs/mo=2; trading hrs/mo=0; partner in marketing and recruiting for local agencies

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1989

Experience

Past

November 1, 2021 - June 3, 2024

AMERITAS ADVISORY SERVICES, LLC

RIA

CRD#: 317245

San Ramon, CA

Past

June 30, 2006 - November 1, 2021

AMERITAS INVESTMENT COMPANY, LLC

RIA

CRD#: 14869

SAN RAMON, CA

Past

June 30, 2006 - June 3, 2024

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

SAN RAMON, CA

Past

January 26, 1999 - June 30, 2006

CARILLON INVESTMENTS, INC.

RIA

CRD#: 14646

DANVILLE, CA

Past

October 26, 1998 - June 30, 2006

CARILLON INVESTMENTS, INC.

CRD#: 14646

DANVILLE, CA

Past

June 5, 1990 - October 28, 1998

SENTRA SECURITIES CORPORATION

CRD#: 10249

PHOENIX, AZ

Past

August 25, 1989 - March 6, 1990

FIRST AFFILIATED SECURITIES

CRD#: 23737

LA JOLLA, CA

Past

August 31, 1988 - August 25, 1989

PFG SECURITIES, INC.

CRD#: 15401

Past

September 26, 1986 - August 12, 1988

WASHINGTON NATIONAL EQUITY COMPANY

CRD#: 4242

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153

RIA

Registered Investment Advisory firm - (1/13/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/9/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/15/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/7/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/24/1986

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/8/2001

General Securities Principal Examination

Current Firm

AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153

RIA

Registered Investment Advisory firm - (1/13/1998 Approved)

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Contact information

Main Address

5900 O Street, Lincoln, NE 68510

Mailing Address

Phone number

(800) 335-9858

Established

Firm type

Fiscal year end

# of Employees

560

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (9/19/2025)

AMERITAS INVESTMENT STRATEGIES WRAP BROCHURE (9/19/2025)

AMERITAS WEALTH PLATFORM (9/19/2025)

GALAXY WRAP FEE BROCHURE (9/19/2025)

GALAXY II WRAP FEE BROCHURE (9/19/2025)

CONSTELLATION WRAP FEE PROGRAM (9/19/2025)

Regulatory assets under management

Total Number of Accounts	41,501
AUM (Assets Under Management)	$ 11,506,548,514

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/28/2025	Cover Page	Report
07/23/2024	Cover Page	Report
07/27/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Christopher D. White

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

AMERITAS INVESTMENT COMPANY, LLC

AMERITAS INVESTMENT COMPANY, LLC

CARILLON INVESTMENTS, INC.

CARILLON INVESTMENTS, INC.

SENTRA SECURITIES CORPORATION

FIRST AFFILIATED SECURITIES

PFG SECURITIES, INC.

WASHINGTON NATIONAL EQUITY COMPANY

Primary Firm SEC Registration

AMERITAS ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/9/1998

Series 63

Date: 3/15/1995

SIE

Date: 10/1/2018

Series 7

Date: 8/7/1998

Series 6

Date: 9/24/1986

Series 24

Date: 3/8/2001

Current Firm

AMERITAS ADVISORY SERVICES, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

AMERITAS ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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