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Eric Lavel White

Assetmark Brokerage, LLC

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About Eric Lavel White

Eric Lavel White is a financial professional with over 1 year of experience in the financial services industry. Eric is a registered representative of Assetmark Brokerage, LLC, where he is based in Phoenix, Arizona. Eric holds a Series 6TO and SIE licenses.

Firm Information

Eric White is currently registered with Assetmark Brokerage, LLC. Assetmark Brokerage, LLC is a Limited Liability Company formed in 2013 and approved to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm is registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

168

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.

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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Eric White’s Registration & Firm History

AZ

08/31/2020 - Present

Assetmark Brokerage, LLC (Phoenix AZ)

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Licenses & Designations

BC

Issued 08/31/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/07/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 5 public disclosures for Eric Lavel White. Review regulatory record here.
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