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James W
Series 63, Series 65
Tyler, TX
OSAIC
James White Sr. is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Securities America Advisors and First Allied Advisory Services. He is also the owner of SAA and Navigation Financial Group, both involved in investment and insurance planning. OSAIC serves a broad range of clients, including individual, high-net-worth, institutional, and charitable investors, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs various asset-allocation and portfolio construction tools and provides access to third-party money managers and wrap programs.
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