Bruce David White
Investment Adviser Representative at Phillip B. White Co., Inc
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Bruce David White is an investment adviser representative with Phillip B. White Co., Inc in San Luis Obispo, CA, where they have been registered since 2019. They have worked in the securities industry since 1981 and have been registered with 5 firms, including Securities America Advisors, Inc. and Foothill Securities, Inc. They have passed 4 industry qualification exams, including the Series 7 (general securities representative), Series 24 (general securities principal), and Series 63 (state securities agent). They are registered to provide investment advice in California, Texas, and Washington.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Texas, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Phillip B White Co.- Insurance SalesAug 1978 – no end date reportedFremont, CA
- Foothill Securities, Inc.Oct 2008 – Dec 2016Fremont, CA
- Securities America, Inc.Dec 2016 – no end date reportedDanville, CA
- Securities America Advisors, Inc.Dec 2016 – no end date reportedDanville, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Phillip B. White Co., Inc
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial Planning, Investment Advice and Management, Risk Management, Estate Planning, Tax Planning, and Retirement Planning, using sophisticated financial modeling techniques and the CFP Board's 7-step financial planning process.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2
- Offices listed on AdvisorFinder:
- 2
- Main office:
- San Luis Obispo, CA
- Founded:
- 1959
- SEC file number:
- 801-114890
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Phillip B. White Co., Inc
1 other advisor in the directory
View Phillip B. White Co., Inc firm profileSimilar advisors in San Luis Obispo, CA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Bruce David White has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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