Steven White
Steven White is a registered investment advisor at LPL Financial LLC, based in Glen Allen, VA, with 18 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
Glen Allen, VA
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2023Other Business Activities
Steven is associated with Great Oak Wealth Management, LLC as a DBA for LPL business, dedicating full-time hours to this role. He also owns rental real estate, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Claris Financial, LLC
LPL Financial LLC
Edward Jones
Edward JonesBroker
State Registrations11 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.