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Portia White

Chief Executive Officer and Partner at Whelan Financial in Fresno, CA

Investment adviser registrationUpdated

Portia White is Chief Executive Officer and Partner of Whelan Financial, an investment adviser managing $782M, and works from its Fresno, CA office. Portia White has been registered as an investment adviser representative through Whelan Financial since 12 June 2006, has 20 years in the industry across 1 firm and has passed the Series 65.

20
Years in industry
20
Years at firm
1
Adviser firms
2
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Portia White has been Chief Executive Officer and Partner of Whelan Financial since March 2013, is a control person of the firm and directly owns between 25% and 50% of it.

Whelan Financial is a Fresno, CA firm with $782M under management, 512 clients and 7 advisers across 2 offices, as of its January 2026 filing.

  1. Whelan FinancialCurrent
    – present · 20 years
    Fresno, CA · Adviser representative · Firm CRD 107227

Credentials and registrations

Investment adviser representative registrations

Portia White is registered as an investment adviser representative in 2 states. The first approvals date from June 2006; the most recent is Texas, in March 2025.

  • CaliforniaSince 12 June 2006
  • TexasSince 26 March 2025

Examinations

Series 6510 June 2006
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Portia Lissi White
CRD
5137590
Firm
Whelan Financial · CRD 107227
Role
Chief Executive Officer and Partner
Office
7700 NORTH PALM AVE. #201, Fresno, CA 93711-5780
Registration
Investment adviser registration
In the industry since
June 2006
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Portia White work?

Portia White has been Chief Executive Officer and Partner of Whelan Financial since March 2013, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 27 January 2026

Is Portia White a financial advisor?

Yes. Portia White has a current investment-adviser registration in California and Texas, through Whelan Financial since June 2006.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Portia White have?

Portia White has 20 years in the financial industry, since June 2006, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Portia White passed?

Portia White passed the Series 65 in June 2006.

Source: IAPD individual record, checked 22 October 2026

Where is Portia White based?

Portia White’s registered office is in Fresno, CA.

Source: IAPD individual record, checked 22 October 2026

Is Portia White registered with FINRA?

No. Portia White has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Portia White’s record?

Search CRD 5137590 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Portia White’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Whelan Financial

Sources

  1. IAPD individual record, CRD 5137590, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Whelan Financial, filed 27 January 2026. Title, control and ownership bands.
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