Jeffrey White
Jeffrey White is a registered investment advisor at Private Advisor Group, LLC, based in El Segundo, CA, with 38 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
840 Apollo Street, Suite 100, El Segundo, CA, 90245
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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
Jeffrey is involved in several activities, including real estate rental properties, providing investment advisory services through Private Advisor Group (taking about a quarter of his time), and playing guitar in an orchestra. He also listed a non-variable insurance activity in 2004.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Investment Management & Research, INCBroker
Painewebber IncorporatedBroker
Shearson Lehman Hutton INC.Broker
State Registrations2 states
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