David Zook Email & Phone Number

I help clients protect and distribute their wealth tax efficiently.Areas of Expertise:-Retirement Distribution planning-Business Succession planning-Goal based investing-Asset protection strategies*David Zook offers products and services using the following business names: David White & Associates- insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA(www.finra.org)/SIPC(sipc.org) – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC & AAS are not affiliated with David White & Associates. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.registration. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed. All of the endorsements and/or client testimonials posted on this social media page are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.

Listed skills include Strategic Financial Planning, Investment Management, Series 7, Finra, and 26 others.

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  Financial Advisor

  David White & Associates

  Oct 2008 - Present

  Securities (and advisory services) offered through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC and David White and Associates are not affiliated. This is not an offer of Securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your registered representative. Read it carefully before you invest or send money. Securities products are limited to residents of California.