Thomas White is a registered investment advisor at LPL Financial LLC, based in Ozark, AR, with 25 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
1200 W Commercial St, Ozark, AR, 72949
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas operates under the DBA Wealth Management of the Ozarks for his LPL business. He also has involvement with Arkansas Valley Electric Cooperative, White Rose Farms (taking about 10-20% of his time), Farm Credit Services of Western Arkansas, and the T F White Jr Living Trust for real estate rental.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations9 states
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