Spokane, WA Office

Team
Updated today

Client AUM

$18,509,516,941

Clients

80,267

Advisors

2

Of 1,910 advisors across 510 offices

Location

16201 E Indiana Avenue, Suite 2550

Spokane WA 99216

Advisors at this office

2

Advisors at this office

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Reid W

CFP®, ChFC®, Series 63

Spokane, WA

Guardian Life

Reid White is a CFP®-certified financial advisor with eight years of industry experience, currently affiliated with Primerica Advisors in Spokane, WA. He previously worked at Northwestern Mutual Wealth Management Company and its related entities for eight years. In addition to advising, he operates as an insurance agent providing life, disability, and long-term care insurance, as well as fixed annuities. Primerica Advisors serves a broad retail client base with a range of brokerage and advisory services, including financial planning and retirement consulting. The firm employs multiple proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive

Julian S

Series 66

Spokane, WA

Guardian Life

Julian Stewart is a financial advisor at Guardian Life with three years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for three years. Stewart serves as a board member of the Tamarack Center in Spokane, WA. He is affiliated with Park Avenue Securities LLC, a dually registered broker-dealer and SEC-registered investment adviser that provides brokerage services, financial planning, and retirement plan consulting to individuals, pension plans, charitable organizations, and corporate clients.

College savings (529s, UTMA, etc.) Divorce financial planning General estate planning guidance Retirement income strategy General retirement planning Founder/Business Owner Retired Executive
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