Harry White
Harry White is a registered investment advisor at LPL Financial LLC, based in Vancouver, WA, with 27 years of industry experience. Harry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
7700 NE Greenwood Dr, Ste 100, Vancouver, WA, 98662
Get directionsHistory
Regulatory History (6)
Customer Dispute
April 2016Customer Dispute
August 2004Criminal
December 1984Criminal
October 1981Criminal
December 1979Criminal
August 1977Other Business ActivitiesSells Insurance
Harry owns rental real estate and is involved with WRV Limited, LLC and Heed Group, LLC for tax/investment purposes. He also operates Maxem Wealth Advisors as a DBA for his LPL business, dedicating nearly full-time hours to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations10 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.
Exams
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