Angela White has been an investment adviser representative at Friday Financial since September 2026, and is not listed among the firm’s executive officers or direct owners.
Friday Financial, Inc. is a Dubuque, IA firm with $409M under management, 289 clients and 6 advisers in one office, as of its August 2026 filing.
Angela White’s longest registration was 8 years at Avantax Planning Partners, Inc. (2018–2026). Before joining Friday Financial in 2026, Angela White was registered through Avantax Planning Partners, Inc.
- Friday FinancialCurrent– present · under a yearDavenport, IA · Adviser representative · Firm CRD 329748
- Avantax Planning Partners, Inc.– · 8 yearsDavenport, IA · Adviser representative · Firm CRD 106237
Investment adviser representative registrations
Angela White is registered as an investment adviser representative in Iowa, since September 2026.
- IowaSince 17 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 November 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Angela Michelle White
- CRD
- 3004005
- Firm
- Friday Financial · CRD 329748
- Office
- 908 W. 35TH STREET, Davenport, IA 52806
- Registration
- Investment adviser registration
- In the industry since
- March 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Angela White work?
Angela White is an investment adviser representative registered through Friday Financial, Inc. since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Angela White a financial advisor?
Yes. Angela White has a current investment-adviser registration in Iowa, through Friday Financial since September 2026.
How many years of experience does Angela White have?
Angela White has 8 years in the financial industry, since March 2018, across 2 adviser firms.
What exams has Angela White passed?
Angela White passed the Series 65 in November 2017.
Where did Angela White work before Friday Financial?
Before Friday Financial, Angela White was registered through Avantax Planning Partners, Inc., January 2018 to July 2026.
Where is Angela White based?
Angela White’s registered office is in Davenport, IA.
Is Angela White registered with FINRA?
No. Angela White has no current broker registration.
How can I verify Angela White’s record?
Search CRD 3004005 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Angela White’s full registration record.
