Nicholas White is a registered investment advisor at LPL Financial LLC, based in Portland, OR, with 17 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
10260 SW Greenburg Rd, Ste 400, Portland, OR, 97223
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nicholas operates his LPL business through Eagle Financial Group, dedicating full-time hours to this endeavor. He also owns a farm with livestock, spending about 10-20% of his time on it, and has a business entity called Heritage Wealth Management for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
United Planners' Financial Services of America a Limited PartnerBroker
United Planners' Financial Services of America a Limited Partner
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations18 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.