WHITE, DAVID, PHIPPS

B60

IAR CRD 1027468·Industry start 1982-02-02

Identity

Legal name

WHITE, DAVID, PHIPPS

CRD

1027468

NPN

—

Career

Previous employments

FINANCIAL WEST GROUP1995-01-03

LCM FINANCIAL SERVICES, INC.1993-01-14

Current branches

—

Designations

—

Education

—

BrokerCheck signals

Industry start

1982-02-02

Est. age

66

Age confidence

—

Est. birth year

1960

BC active

No

IA active

Yes

Disclosures

No

Private residence

No

Firm affiliations

2

ZERMATT WEALTH PARTNERS LLC

Executive Officer · 2.5% ownership

WFA OF SAN DIEGO, LLC

IAR · Executive Officer · 2.5% ownership