Portia Lissi White
Chief Executive Officer And PartnerWhelan FinancialCRD 5137590
About Portia Lissi White
Portia Lissi White is listed as Chief Executive Officer And Partner at Whelan Financial in Fresno, CA. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Whelan Financial
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Portia Lissi White work?
Portia Lissi White is listed as Chief Executive Officer And Partner at Whelan Financial on SEC Form ADV.
How much of Whelan Financial does Portia Lissi White own?
Form ADV reports a beneficial ownership band of 25-50%.
Whelan Financial
| Title | Chief Executive Officer And Partner |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2013 |