Joel C. White

KESTRA ADVISORY SERVICES

Spokane Valley, WA 99216

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CRD#: 2446976

Professional summary

Joel Courtney White, CFP®, ChFC®, CLU® is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Spokane Valley, Washington and KESTRA INVESTMENT SERVICES, LLC located in Spokane Valley, Washington.

Joel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Joel has worked at 13 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Insurance Planning

Employee and Employer Plan Ben...

Retirement Planning

Investment Planning

Comprehensive Financial Planni...

Are you a "fiduciary"?

Yes

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joel Courtney White's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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: 2000

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

July 31, 2025 - Present

KESTRA ADVISORY SERVICES, LLC

Office #1: 16201 E Indiana Ave Ste 2280, Spokane Valley, WA 99216

RIA

CRD#: 283330

Spokane Valley, WA

Current

July 31, 2025 - Present

KESTRA INVESTMENT SERVICES, LLC

Office #1: 16201 E Indiana Ave Ste 2280, Spokane Valley, WA 99216

CRD#: 42046

Spokane Valley, WA

Past

June 28, 2019 - August 4, 2025

LPL FINANCIAL LLC

RIA

CRD#: 6413

SPOKANE VALLEY, WA

Past

June 28, 2019 - August 4, 2025

LPL FINANCIAL LLC

CRD#: 6413

SPOKANE VALLEY, WA

Past

January 19, 2018 - July 2, 2019

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

SPOKANE VALLEY, WA

Past

January 19, 2018 - July 2, 2019

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

SPOKANE VALLEY, WA

Past

November 14, 2014 - January 19, 2018

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

SPOKANE, NE

Past

November 14, 2014 - January 19, 2018

SECURITIES AMERICA, INC.

CRD#: 10205

SPOKANE, WA

Past

November 25, 2009 - November 14, 2014

SUNSET FINANCIAL SERVICES, INC.

RIA

CRD#: 3538

SPOKANE, WA

Past

November 25, 2009 - November 14, 2014

SUNSET FINANCIAL SERVICES, INC.

CRD#: 3538

SPOKANE, WA

Past

October 3, 2007 - December 1, 2009

INSPHERE SECURITIES, INC.

RIA

CRD#: 136433

SPOKANE, WA

Past

July 20, 2007 - December 1, 2009

INSPHERE SECURITIES, INC.

CRD#: 136433

SPOKANE, WA

Past

July 9, 2007 - October 3, 2007

ALLEGIS ADVISORS, INC.

RIA

CRD#: 131242

SALT LAKE CITY, UT

Past

April 7, 1999 - August 9, 2007

EQUITY SERVICES, INC.

RIA

CRD#: 265

SPOKANE, WA

Past

March 1, 1999 - August 9, 2007

EQUITY SERVICES, INC.

CRD#: 265

SPOKANE, WA

Past

June 20, 1994 - March 1, 1999

TITAN/VALUE EQUITIES GROUP, INC.

CRD#: 6359

IRVINE, CA

Past

February 18, 1994 - June 2, 1994

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

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".

KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126

RIA

Registered Investment Advisory firm - (12/31/1998 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

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

Arizona
(7/31/2025)

California
(7/31/2025)

Colorado
(8/6/2025)

Florida
(7/31/2025)

Georgia
(8/6/2025)

Idaho
(7/31/2025)

Minnesota
(8/6/2025)

Montana
(7/31/2025)

Nevada
(8/6/2025)

Oregon
(7/31/2025)

South Dakota
(8/6/2025)

Texas
(8/6/2025)

IAR

Texas
(8/6/2025)

Utah
(7/31/2025)

Virginia
(8/6/2025)

Washington
(7/31/2025)

IAR

Washington
(7/31/2025)

Wisconsin
(8/6/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/12/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/5/1994

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: 2/17/1994

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126

RIA

Registered Investment Advisory firm - (12/31/1998 Approved)

PREMIUM

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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735

Mailing Address

Phone number

(844) 553-7872

Established

Firm type

Fiscal year end

# of Employees

1,299

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (11/24/2025)

KESTRA ADVISORY SERVICES, LLC BROCHURE (WRAP FEE PROGRAM) (11/24/2025)

KESTRA ADVISORY SERVICES, LLC BROCHURE (PLAN CLIENTS) (11/24/2025)

Regulatory assets under management

Total Number of Accounts	155,482
AUM (Assets Under Management)	$ 60,174,309,829

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/01/2025	Cover Page	Report
12/23/2024	Cover Page	Report
10/20/2023	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.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Joel C. White

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joel Courtney White's CRS (Customer Relationship Summary).

Certified licenses

Experience

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

SUNSET FINANCIAL SERVICES, INC.

SUNSET FINANCIAL SERVICES, INC.

INSPHERE SECURITIES, INC.

INSPHERE SECURITIES, INC.

ALLEGIS ADVISORS, INC.

EQUITY SERVICES, INC.

EQUITY SERVICES, INC.

TITAN/VALUE EQUITIES GROUP, INC.

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

KESTRA ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/12/1996

Series 63

Date: 3/5/1994

SIE

Date: 10/1/2018

Series 7

Date: 2/17/1994

FINRA

Current Firm

KESTRA ADVISORY SERVICES, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

KESTRA ADVISORY SERVICES, LLC

TRUST BUT VERIFY

Contact information

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