Ronald White
Ronald White is a registered investment advisor at LPL Financial LLC, based in Manalapan, NJ, with 29 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
222 Park Ave, Manalapan, NJ, 07726
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Regulatory History (2)
Customer Dispute
March 2009Customer Dispute
March 2009Other Business ActivitiesSells Insurance
Ronald is involved in several outside business activities. He owns Bite Back Tick and Mosquito Control (about 10-20% of his time), receives non-variable insurance commission trails from Symetra, owns East Coast Fireplace and Sweeps LLC (a few hours per week), and operates Brookside Wealth Management LLC full-time as a DBA for his LPL business.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Ic Advisory Services, INC.
The Investment Center, INC.Broker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Citigroup Global Markets INC.Broker
Painewebber IncorporatedBroker
Golden Harris Capital Group, INC.Broker
Halpert and Company, INC.Broker
State Registrations4 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.