Trisha Kent-White is a registered investment advisor at LPL Financial LLC, based in Honolulu, HI, with 12 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
549 Halemaumau St Ste C1, Honolulu, HI, 96821-2150
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Trisha is a retirement coach, owns rental real estate, and works as a trust attorney. She also participates in the Second Saturday Honolulu workshop and dedicates a significant amount of time to Jeff White, CFP and Company and Honolulu Financial Partners.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations12 states
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