Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel White is a financial advisor at LPL Financial LLC. Joel is registered with FINRA and the state of Texas as a Registered Representative. Joel is also registered with the state of Washington as an Investment Advisor Representative. Joel has been in the financial industry for 29 years. Joel’s primary office is located at 16201 E INDIANA AVE STE 2280 in Spokane Valley, WA. Joel is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT®. Joel’s previous experience includes working for Raymond James Financial Services, Inc., Securities America, Inc., Sunset Financial Services, Inc., Beneficial Investment Services, Inc., Equity Services, Inc., Titan/Value Equities Group, Inc., and MML Investors Services, Inc.
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.
1
2
WA
06/28/2019 - Present
LPL Financial LLC (SPOKANE VALLEY WA)
WA
01/19/2018 - 07/02/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (SPOKANE VALLEY WA)
WA
11/14/2014 - 01/19/2018
SECURITIES AMERICA, INC. (SPOKANE WA)
WA
11/25/2009 - 11/14/2014
SUNSET FINANCIAL SERVICES, INC. (SPOKANE WA)
WA
07/20/2007 - 12/01/2009
BENEFICIAL INVESTMENT SERVICES, INC. (SPOKANE WA)
WA
03/01/1999 - 08/09/2007
EQUITY SERVICES, INC. (SPOKANE WA)
CA
06/20/1994 - 03/01/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
MA
02/18/1994 - 06/02/1994
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 01/12/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Joel White is the right advisor for you? Invested Better is here to help.
