Duncan White is a registered investment advisor at LPL Financial LLC, based in Irmo, SC, with 15 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
110 Ministry Dr, Ste A, Irmo, SC, 29063
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Duncan operates Inkpointe Financial Group and Inkpointe Divorce Solutions as DBAs for his LPL business, dedicating about 40% of his time to each. He also sells non-variable insurance through CRUMP, Associates of Clifton Park, Nationwide, and Minnesota Life, spending a few hours per week on this activity, and speaks at "Second Saturday" seminars for people going through divorce, spending minimal time on this.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations8 states
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