Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Ralph White is a financial advisor with over 16 years of experience in the financial services industry. Charles has a strong track record of providing personalized financial advice and investment management services to individuals, families, and businesses. Charles is registered to offer securities and investment advisory services in 28 states and is affiliated with LPL Financial LLC. Charles's career began at ADP Broker-Dealer, Inc. in 2007 and has since included roles with GWFS Equities, Inc., Key Investment Services LLC, and Raymond James Financial Services, Inc. prior to joining LPL Financial LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
ME
09/03/2024 - Present
LPL Financial LLC (CAMDEN ME)
ME
06/23/2015 - 05/25/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (CAMDEN ME)
ME
06/06/2013 - 06/24/2015
LPL FINANCIAL LLC (ROCKLAND ME)
ME
08/09/2011 - 05/31/2013
KEY INVESTMENT SERVICES LLC (BANGOR ME)
MA
08/07/2008 - 07/15/2011
GWFS EQUITIES, INC. (ANDOVER MA)
NJ
09/24/2007 - 07/24/2008
ADP BROKER-DEALER, INC. (ROSELAND NJ)
BOTH
Issued 01/17/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2012
Series 7 - General Securities Representative Examination
BC
Issued 09/21/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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