TrueAdvisor
TrueAdvisor
TW
TW

Tony White

LPL Enterprise, LLC
40 Years of Experience
Jacksonville, FL
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Tony White is a registered investment advisor at LPL Enterprise, LLC, based in Jacksonville, FL, with 40 years of industry experience. Tony is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 102,563 clients with $25B in assets under management.

LPL Enterprise, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3138 advisors
Number of Clients
102,563 clients
Average Client Portfolio
$243K average
Assets Under Management
$24.9B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.35%

Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.

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

Location

701 San Marco Blvd, Suite 7100, Jacksonville, FL, 32207

Get directions

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.
Criminal
May 1976
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Tony is affiliated with multiple insurance companies, including Amer Family Life Assur Co, Genworth Life Ins Co, and others. This indicates he likely sells insurance products.

Employment History
Current Registrations
LPL Enterprise, LLC
November 2024 - Present · 1 yr 11 mos
LPL Enterprise, LLCBroker
November 2024 - Present · 1 yr 11 mos
Previous Registrations
Prudential Financial Planning Services
May 2016 - November 2024 · 8 yrs 6 mos
Pruco Securities, LLC.Broker
January 2014 - November 2024 · 10 yrs 10 mos
Metlife Securities INC.Broker
September 1986 - January 2014 · 27 yrs 4 mos
Metropolitan Life Insurance CompanyBroker
September 1986 - July 2007 · 20 yrs 10 mos
State Registrations4 states
FLGAMDNC
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.
More Advisors
More financial advisors in Jacksonville, FL →All financial advisors in Florida →