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Nic White Location
Astoria, OR, US
Nic White Work
Financial Advisor @ (August 2024 - Present)
Registered Principal at Independent Financial Group @ Independent Financial Group LLC (February 2018 - May 2025)
Registered Representative @ (March 2013 - January 2018)
Financial Advisor @ (November 2010 - February 2013)
Nic White Education
Lincoln University (NZ)
BComm (Agribusiness)
1999-2003
Nic White Skills
Leadership
Estate Planning
Series 63
Financial Planners
Public Speaking
Fixed Annuities
Bonds
Insurance
Retirement Planning
Sales
Portfolio Management
IRAs
Data Analysis
Investments
Business Analysis
Healthcare
Finance
Advertising
401k
Asset Allocation
Investment Advisory
Strategic Planning
Wealth Management
Life Insurance
Mutual Funds
Sales Management
Strategic Financial Planning
Microsoft Office
Investment Strategies
Program Management
Marketing
Asset Management
New Business Development
Microsoft Excel
Event Management
Credit
Customer Service
Long Term Care
Financial Analysis
Disability Insurance
Property And Casualty Insurance
Property And Casualty
Budgets
Small Business
Management
Business Strategy
Strategic Financial
Term Life Insurance
Trading
Health Insurance
Patient Safety
Retirement
Series 7
Employee Benefits
Securities
Investment Management
Nic White Summary
Nic White, based in Astoria, OR, US, is currently a Financial Advisor at LPL Financial. Nic White brings experience from previous roles at Independent Financial Group LLC, United Planners Financial Services and Pacific Capital Resource Group. Nic White holds a 1999 - 2003 BComm in Agribusiness @ Lincoln University (NZ). With a robust skill set that includes Leadership, Estate Planning, Series 63, Financial Planners, Public Speaking and more. Nic White has 2 emails and 2 mobile phone numbers on RocketReach.
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