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MW

Misti D. White

INTERLINC FINANCIAL ADVISORS
PLANO, TX 75093
Some features on this profile are disabled
CRD#: 7854203
MW

Professional summary

Misti Doty White is a registered financial advisor currently at INTERLINC FINANCIAL ADVISORS, INC. located in Plano, Texas.

Misti is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Misti has worked at 2 firms and has passed the Series 65 and SIE exams.

top-8-questions

Question & Answer

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 Misti Doty White's 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®
None

Experience

Current

April 30, 2025 - Present

INTERLINC FINANCIAL ADVISORS, INC.

Office #1: 5068 W Plano Pkwy 385, Plano, TX 75093
RIA
CRD#: 290740
PLANO, TX
Past

January 30, 2024 - November 25, 2024

MURPHY & SYLVEST

RIA
CRD#: 165130
DALLAS, TX

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
(4/30/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/22/2023
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/21/2023
Securities Industry Essentials Examination

Current Firm

IF
INTERLINC FINANCIAL ADVISORS, INC.
INTERLINC FINANCIAL ADVISORS, INC.

CRD#: 290740 / SEC#:

Texas
Registered Investment Advisory firm - (11/21/2017 Approved)
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Contact information

Main Address
5068 W Plano Pkwy 385, Plano, TX 75093
Mailing Address
Phone number
(214) 778-5645
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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.

Company Information

INTERLINC FINANCIAL ADVISORS, INC.

CRD#: 290740Plano, TX 75093

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