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Daniel Lee White

Charles Schwab & CO., Inc.

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About Daniel Lee White

Daniel Lee White is a financial advisor who has been in the industry since March 2007. Daniel currently works at Charles Schwab & CO., Inc., where he is registered as a Registered Representative (RA) in both Arizona and California. Daniel has previously worked for USAA FINANCIAL ADVISORS, INC., FARMERS FINANCIAL SOLUTIONS, LLC, and AXA ADVISORS, LLC. Daniel holds Series 7, Series 6, and Series 66 licenses, as well as a Securities Industry Essentials (SIE) Examination. Daniel specializes in providing financial planning and selection of other advisors.

Firm Information

Daniel White is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Daniel White’s Registration & Firm History

AZ

05/06/2021 - Present

Charles Schwab & CO., Inc. (Phoenix AZ)

AZ

12/14/2012 - 02/17/2015

USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)

AZ

02/22/2012 - 09/24/2012

FARMERS FINANCIAL SOLUTIONS, LLC (GLENDALE AZ)

AZ

07/19/2006 - 03/16/2010

CHARLES SCHWAB & CO., INC. (PHOENIX AZ)

AZ

07/15/2005 - 06/20/2006

AXA ADVISORS, LLC (SCOTTSDALE AZ)

CT

06/08/2001 - 01/03/2002

AETNA INVESTMENT SERVICES, LLC (WINDSOR CT)

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Licenses & Designations

BOTH

Issued 02/25/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/14/2005

Series 7 - General Securities Representative Examination

BC

Issued 06/07/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Daniel Lee White. Review regulatory record here.
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