Aaron James White
CFP®Professional Summary
Aaron James White, CFP® is a registered financial advisor currently at CACHE ADVISORS LLC located in Daly City, California and CACHE SECURITIES LLC located in San Francisco, California. Aaron is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Aaron has worked at 4 firms and has passed the Series 63, Series 65 and Series 7TO exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
17 years in the financial services industry
Current & Past Employments
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Current Firm
CACHE ADVISORS LLC | CHARLIE ADVISORS LLC
Contact Information
Main Address
95 Third St 2nd Floor, San Francisco, CA, 94103Phone Number
(213) 788-1501# of Employees
15SEC notice filing (52 States and Territories)
Registered to provide investment advisory services in 52 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
7AUM (Assets Under Management)
$962,105,612Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
CACHE ADVISORS LLC | CHARLIE ADVISORS LLC
State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Aaron James White's CRS (Customer Relationship Summary).
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