Zachary J. White

PHILLIP B. WHITE CO.

SAN LUIS OBISPO, CA 93405

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CRD#: 6339910

Professional summary

Zachary Joseph White, CFP®, who also goes by Zach White, is a registered financial advisor currently at PHILLIP B. WHITE CO., INC located in San Luis Obispo, California.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Zachary has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Zach 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) - RIA

Click below to view Zachary Joseph 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: 2017

Experience

Current

March 27, 2019 - Present

PHILLIP B. WHITE CO., INC

Office #1: 11573 Los Osos Valley Road Suite D, San Luis Obispo, CA 93405

RIA

CRD#: 300623

SAN LUIS OBISPO, CA

Past

May 18, 2017 - October 1, 2019

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

DANVILLE, CA

Past

December 8, 2016 - October 1, 2019

SECURITIES AMERICA, INC.

CRD#: 10205

DANVILLE, CA

Past

April 14, 2015 - December 8, 2016

FOOTHILL SECURITIES, INC.

CRD#: 1027

DANVILLE, CA

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".

PHILLIP B. WHITE CO., INC

PHILIP B. WHITE CO., INC. | PHILLIP B. WHITE CO., INC. | PHILLIP B. WHITE CO., INC

CRD#: 300623 / SEC#: 801-114890

RIA

Registered Investment Advisory firm - (3/27/2019 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

California
(3/27/2019)

IAR

Texas
(3/27/2019)

IAR

Washington
(3/27/2019)

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

Series 63

Date: 10/26/2016

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: 4/14/2015

General Securities Representative Examination

Current Firm

PHILLIP B. WHITE CO., INC

PHILIP B. WHITE CO., INC. | PHILLIP B. WHITE CO., INC. | PHILLIP B. WHITE CO., INC

CRD#: 300623 / SEC#: 801-114890

RIA

Registered Investment Advisory firm - (3/27/2019 Approved)

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Contact information

Main Address

11573 Los Osos Valley Road Suite D, San Luis Obispo, CA 93405

Mailing Address

Phone number

(925) 736-2108

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PB WHITE FIRM BROCHURE MARCH 2025 (3/25/2025)

Regulatory assets under management

Total Number of Accounts	591
AUM (Assets Under Management)	$ 268,318,426

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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Zachary J. White

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Joseph White's CRS (Customer Relationship Summary).

Certified licenses

Experience

PHILLIP B. WHITE CO., INC

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

FOOTHILL SECURITIES, INC.

Primary Firm SEC Registration

PHILLIP B. WHITE CO., INC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/26/2016

SIE

Date: 10/1/2018

Series 7

Date: 4/14/2015

Current Firm

PHILLIP B. WHITE CO., INC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PHILLIP B. WHITE CO., INC

TRUST BUT VERIFY

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