Quentin White
Quentin White is a registered investment advisor at LPL Financial LLC, based in Abilene, 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
400 Pine Street Suite 850, Abilene, TX, 79601
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2018Other 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
LPL Financial LLC
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Sammons Securities Company, LLCBroker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Sunamerica Securities, INC.
Sunamerica Securities, INC.Broker
Ifg Network Securities, INC.Broker
Americap Financial, INC.Broker
Texas Securities, INC.Broker
Vautrain Nelson Lefevre, Endsley and Durham, INC.Broker
Integrated Resources Equity CorporationBroker
Source Securities, INC.Broker
Uslife Equity Sales CORP.Broker
State Registrations3 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.