Teresa White
Teresa White is a CFP-designated registered investment advisor at LPL Financial LLC, based in San Antonio, TX, with 40 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
15303 Huebner Rd., Bldg. 10, San Antonio, TX, 78248
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Teresa is a Corporate Officer, Owner, and Employee at Money Managers, Inc., an independent investment advisor, dedicating significantly more than full-time hours to this role. She also sells and services insurance products, including fixed annuities, life, long-term care, and disability insurance, dedicating about 10-20% of her time to this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
Money Managers INC
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Money Managers INC
Mutual Service CorporationBroker
Sunamerica Securities, INC.Broker
Ifg Network Securities, INC.Broker
Derand/pennington/bass, INC.Broker
Knibbe Financial Group, INC.Broker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.