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Mark A White

Charles Schwab & CO., Inc.

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About Mark A White

Mark A. White is a financial advisor with Charles Schwab & CO., Inc. Mark has been in the financial industry since May 2003. Mark is licensed in the states of Arizona, California, Florida, Idaho, Illinois, Massachusetts, Michigan, Minnesota, Montana, Nevada, New Jersey, North Carolina, Oregon, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia and Washington. Mark specializes in providing financial planning and investment advice to individuals and families. Mark is also a Registered Investment Advisor (RIA) with Charles Schwab & CO., Inc. In addition to his work as a financial advisor, Mark also owns and manages several rental properties in Arizona.

Firm Information

Mark 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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Mark White’s Registration & Firm History

WA

01/21/2011 - Present

Charles Schwab & CO., Inc. (Redmond WA)

AZ

09/16/2005 - 08/23/2007

CHASE INVESTMENT SERVICES CORP. (MESA AZ)

CA

08/04/2004 - 01/24/2005

FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)

NY

07/26/2002 - 06/24/2004

BARCLAYS GLOBAL INVESTORS SERVICES (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 09/19/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/11/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/25/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Mark A White. Review regulatory record here.
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