Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael White is a financial advisor with over 15 years of experience in the financial services industry. Michael is a Certified Financial Planner™ professional. Michael is currently registered with LPL Financial LLC in California and Texas and has been registered with LPL Financial LLC since April 2010. Previously, Michael was a financial advisor with Edward Jones in California. Michael has a strong track record of providing comprehensive financial planning services to individuals, families, and businesses. Michael specializes in retirement planning, investment management, and estate planning.
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.
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CA
11/10/2020 - Present
LPL Financial LLC (VACAVILLE CA)
CA
04/12/2007 - 04/09/2010
EDWARD JONES (FOLSOM CA)
BOTH
Issued 04/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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