Philip A. White

INFLECTION FINANCIAL

San Antonio, TX

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CRD#: 4593950

Professional summary

Philip Anderson White JR, CFP®, ChFC®, CLU®, who also goes by Phil White, is a registered financial advisor currently at INFLECTION FINANCIAL located in San Antonio, Texas.

Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Philip has worked at 7 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Phil 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.

LONESTAR SANDWICH LLC; NON-INVESTMENT RELATED; 3910 CYPRESSWOOD DR., SPRING, TX; QUICKSERVE RESTAURANT FRANCHISE HOLDING COMPANY; MINORITY OWNER; 7/2013; 10 HRS/MONTH; 0 HRS/MONTH DURING TRADING HOURS; FINANCIAL ANALYSIS AND FORECASTING, STRATEGIC PLANNING, BUSINESS COACHING COTTONWOOD RESIDENTIAL; NON-INVESTMENT RELATED; 6340 S 3000 E, SUITE 500 SALT LAKE CITY, UT 84121; MULTI-FAMILY REAL ESTATE INVESTMENT TRUST; BOARD OF DIRECTORS; 10/2018; 20 HOURS/QUARTER; 2 HOURS/QUARTER DURING TRADING HOURS; STRATEGIC PLANNING, COMPENSATION COMMITTEE CHAIR

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip Anderson White JR'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: 2005

ChFC^®

Chartered Financial Consultant

CRD#: 129035

SAN ANTONIO, TX

Past

November 15, 2002 - June 18, 2004

J.P. MORGAN SECURITIES INC.

CRD#: 18718

NEW YORK, NY

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".

INFLECTION FINANCIAL

IF ADVISORS | INFLECTION FINANCIAL | IF ADVISORS, LLC

CRD#: 309631 / SEC#: 801-119256

RIA

Registered Investment Advisory firm - (8/10/2020 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.

Highlighted states indicate IAR registrations

IAR

Texas
(8/10/2020)

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: 9/14/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/25/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/14/2002

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/24/2004

General Securities Principal Examination

Current Firm

INFLECTION FINANCIAL

IF ADVISORS | INFLECTION FINANCIAL | IF ADVISORS, LLC

CRD#: 309631 / SEC#: 801-119256

RIA

Registered Investment Advisory firm - (8/10/2020 Approved)

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Contact information

Main Address

San Antonio, TX

Mailing Address

P.o. Box 591068, San Antonio, TX 78259

Phone number

(210) 200-8878

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INFLECTION FINANCIAL FORM ADV 2A MARCH 2025 (3/13/2025)

Regulatory assets under management

Total Number of Accounts	188
AUM (Assets Under Management)	$ 341,985,498

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

Philip A. White

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip Anderson White JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

MYFINANCIALANSWERS

RETIREMENT PLAN FIDUCIARIES, LLC

DC ADVISORS, LLC

USAA FINANCIAL PLANNING SERVICES

USAA FINANCIAL ADVISORS, INC.

J.P. MORGAN SECURITIES INC.

Primary Firm SEC Registration

INFLECTION FINANCIAL

State Registrations and Notice Filings

Exams

Series 65

Date: 9/14/2004

Series 63

Date: 11/25/2002

Series 7

Date: 11/14/2002

Series 24

Date: 8/24/2004

Current Firm

INFLECTION FINANCIAL

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INFLECTION FINANCIAL

TRUST BUT VERIFY

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