Kevin S. White

STANCORP EQUITIES

Portland, OR 97204

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CRD#: 2014374

Professional summary

Kevin Scott White, who also goes by Q White, is a registered financial professional currently at STANCORP EQUITIES, INC. located in Portland, Oregon.

Kevin is registered as a RR (Registered Representative) and started their career in finance in 1990. Kevin has worked at 9 firms and has passed the Series 65, Series 63, Series 6TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Q White

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

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Certified licenses

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

None

Experience

Current

April 29, 2024 - Present

STANCORP EQUITIES, INC.

Office #1: 1100 Sw 6th Avenue, Portland, OR 97204

CRD#: 19517

Portland, OR

Past

July 14, 2009 - April 8, 2024

EMPOWER FINANCIAL SERVICES, INC.

CRD#: 13109

FRANKLIN, TN

Past

June 11, 1997 - July 13, 2009

VOYA FINANCIAL PARTNERS, LLC

CRD#: 34815

BRENTWOOD, TN

Past

January 30, 1997 - March 21, 1997

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

November 12, 1996 - November 25, 1996

ADVANCED FINANCIAL PLANNING SECURITIES CORPORATION

CRD#: 17472

BRENTWOOD, TN

Past

November 30, 1995 - November 4, 1996

NPC SECURITIES, INC.

CRD#: 10121

GREENWOOD VILLAGE, CO

Past

June 25, 1991 - February 15, 1994

AGF INVESTMENT CORP.

CRD#: 14056

EVANSVILLE, IN

Past

February 27, 1990 - August 10, 1990

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

February 27, 1990 - August 10, 1990

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

State Registrations and Notice Filings

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

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Mississippi
(4/29/2024)

Tennessee
(4/29/2024)

Exams

State Security Law Exam

IAR

Series 65

Date: 4/8/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/18/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 1/2/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/24/1990

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/27/1994

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

STANCORP EQUITIES, INC.

STANCORP EQUITIES, INC. | STANWEST EQUITIES, INC. | STANDARD EQUITIES, INC.

CRD#: 19517 / SEC#: , 8-37563

Broker-Dealer Firm Regulated by FINRA (Denver district office)

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Contact information

Main Address

1100 Sw Sixth Avenue, Portland, OR 97204-1093

Mailing Address

900 Sw 5th Avenue, C22, Portland, OR 97204-1093

Phone number

(971) 321-8830

Established

Oregon since 10/02/1986

Firm type

Corporation

Fiscal year end

December

Firm Size

Medium

# of Employees

FINRA licenses (51 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
STANCORP FINANCIAL GROUP, INC.	OWNER OF STANCORP EQUITIES, INC.
BURLIE, JASON MATTHEW	PRESIDENT	4072452
HUANG, JAMES PEI-YUEN	SECRETARY	4020305
LIM, CHARLES	CHIEF COMPLIANCE OFFICER	5039063
MARTIN, SHANNON MICHELLE	2ND VICE PRESIDENT AND ASSISTANT CONTROLLER	7616238
PAGLIARULO, DAVID C	TREASURER, FINOP	6883045

Red Flags

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

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Advisor Monitoring

Firm Stability Insights

Kevin S. White

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Kevin Scott White's CRS (Customer Relationship Summary).

Certified licenses

Experience

EMPOWER FINANCIAL SERVICES, INC.

VOYA FINANCIAL PARTNERS, LLC

LPL FINANCIAL LLC

ADVANCED FINANCIAL PLANNING SECURITIES CORPORATION

NPC SECURITIES, INC.

AGF INVESTMENT CORP.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/8/1994

Series 63

Date: 1/18/1990

Series 6TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 2/24/1990

Series 24

Date: 1/27/1994

FINRA

Current Firm

STANCORP EQUITIES, INC.

Contact information

FINRA licenses (51 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

STANCORP EQUITIES, INC.

TRUST BUT VERIFY

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