Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher White is a financial advisor with over 9 years of experience in the financial services industry. Christopher is a registered representative with LPL Financial LLC, a broker-dealer and investment advisor. Christopher is also a Registered Investment Advisor in the state of California. Christopher has a broad range of experience in the financial services industry, including securities, investments, and financial planning. He holds the Series 7, 66, and 24 licenses as well as the SIE exam. Christopher is also a Certified Financial Planner™. Christopher has a strong commitment to providing clients with personalized financial advice and guidance.
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
CA
09/30/2024 - Present
LPL Financial LLC (FRESNO CA)
CA
08/14/2014 - 08/22/2023
SCF SECURITIES, INC. (FRESNO CA)
BOTH
Issued 11/02/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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