Charles White is a registered investment advisor at LPL Financial LLC, based in Mc Kees Rocks, PA, with 38 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
5500 Steubenville Pike Ste 2C, Mc Kees Rocks, PA, 15136
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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 Activities
Charles is associated with iFinancial Services Group as a DBA for his LPL business since 2020. This activity takes up all of Charles's time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
The Huntington Investment CompanyBroker
Huntington Financial Advisors
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Cco Investment Services CORP.
Cco Investment Services CORP.Broker
Natcity Investments, INC.
Natcity Investments, INC.Broker
Citizens Investment Services CORP.
Citizens Investment Services CORP.Broker
Dreyfus Financial Services CorporationBroker
Dreyfus Investment Services Company, LLCBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Linsco/private Ledger CORP.Broker
Sun Investment Services CompanyBroker
Phoenix Equity Planning CorporationBroker
Financial Estate Planning, INC.Broker
State Registrations1 state
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.