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Quentin White

LPL Financial LLC
41 Years of Experience
Abilene, TX
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Quentin White is a registered investment advisor at LPL Financial LLC, based in Abilene, TX, with 41 years of industry experience. Quentin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

400 Pine Street Suite 850, Abilene, TX, 79601

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2018
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Quentin advises on fixed annuities and life insurance as an owner/agent, dedicating minimal time to this activity. He also works full-time as a contractor providing investment advisor services through Cornerstone Financial Southwest.

Employment History
Current Registrations
LPL Financial LLCBroker
July 2025 - Present · 1 yr 3 mos
LPL Financial LLC
July 2025 - Present · 1 yr 3 mos
Previous Registrations
Next Financial Group, INC.
March 2023 - July 2025 · 2 yrs 4 mos
Next Financial Group, INC.Broker
March 2023 - July 2025 · 2 yrs 4 mos
Commonwealth Financial Network
March 2017 - March 2023 · 6 yrs
Commonwealth Financial NetworkBroker
June 2012 - March 2023 · 10 yrs 9 mos
Sammons Securities Company, LLCBroker
April 2009 - June 2012 · 3 yrs 2 mos
Sagepoint Financial, INC.
October 2005 - April 2009 · 3 yrs 6 mos
Sagepoint Financial, INC.Broker
October 2005 - April 2009 · 3 yrs 6 mos
Sunamerica Securities, INC.
May 1996 - October 2005 · 9 yrs 5 mos
Sunamerica Securities, INC.Broker
May 1996 - October 2005 · 9 yrs 5 mos
Ifg Network Securities, INC.Broker
March 1994 - May 1996 · 2 yrs 2 mos
Americap Financial, INC.Broker
November 1993 - March 1994 · 4 mos
Texas Securities, INC.Broker
October 1989 - June 1994 · 4 yrs 8 mos
Vautrain Nelson Lefevre, Endsley and Durham, INC.Broker
September 1989 - November 1989 · 2 mos
Integrated Resources Equity CorporationBroker
August 1986 - September 1989 · 3 yrs 1 mo
Source Securities, INC.Broker
April 1986 - September 1986 · 5 mos
Uslife Equity Sales CORP.Broker
September 1985 - May 1986 · 8 mos
State Registrations3 states
AKOKTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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