Robert White is a registered investment advisor at LPL Financial LLC, based in Kingwood, TX, with 37 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
3427 Rivers Edge Trl, Kingwood, TX, 77339-2634
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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.
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Robert operates under the DBAs Robert D. White & Associates and Ordos Wealth Management for his LPL business. He is also a notary public in Texas, dedicates minimal time to this, and provides tax preparation/accounting services through Ordos Tax Services, dedicating full-time hours to this.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Intrua Financial
Stavinoha White Strategic Financial Group, INC.
H.D. Vest Investment Securities, INC.Broker
State Registrations29 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.