Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leland? Claim Your ProfileLeland R. White is a financial professional with over 28 years of experience in the industry. Leland is currently a registered representative with Charles Schwab & CO., Inc. in Fort Worth, TX. Leland previously worked for TD Ameritrade, Inc., J.P. Morgan Securities LLC, and other firms in the financial industry. Leland holds multiple licenses and certifications, including Series 7, Series 10, Series 9, Series 26, Series 63, and Series 65. Leland specializes in providing financial planning and investment advice to individuals and families.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
01/26/2022 - Present
Charles Schwab & CO., Inc. (Fort Worth TX)
TX
03/03/2021 - 07/29/2024
TD AMERITRADE, INC. (FORT WORTH TX)
TX
01/12/2021 - 02/24/2021
J.P. MORGAN SECURITIES LLC (DALLAS TX)
TX
02/26/2018 - 01/11/2021
TD AMERITRADE, INC. (FRISCO TX)
TX
02/02/2016 - 02/26/2018
SCOTTRADE, INC. (FT. WORTH TX)
TX
01/25/2011 - 02/12/2016
TD AMERITRADE, INC. (FORT WORTH TX)
TX
02/17/2009 - 01/18/2011
CAPITAL ONE INVESTMENT SERVICES LLC (SOUTHLAKE TX)
CT
10/19/2007 - 12/10/2008
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
VA
01/11/2005 - 08/26/2005
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
MN
01/08/2001 - 11/11/2004
USALLIANZ INVESTOR SERVICES, LLC (MINNEAPOLIS MN)
MA
11/06/2000 - 01/19/2001
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
IL
03/01/1999 - 11/21/2000
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
TX
12/09/1996 - 03/01/1999
CHASE SECURITIES OF TEXAS, INC. (HOUSTON TX)
TX
04/26/1994 - 11/27/1996
ADDISON SECURITIES, INC. (DALLAS TX)
TX
10/14/1993 - 06/06/1994
TEXAS SECURITIES, INC. (FT. WORTH TX)
TX
11/18/1993 - 05/31/1994
AMERICAP FINANCIAL, INC. (FORT WORTH TX)
NY
08/12/1992 - 12/02/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
04/07/1992 - 07/22/1992
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NA
08/23/1991 - 02/10/1992
J. W. GANT & ASSOCIATES, INC.
BC
Issued 11/12/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/29/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/11/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/12/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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