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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Cortney White is a financial advisor with LPL Financial LLC. Richard has over 16 years of experience in the financial services industry. Richard holds the Series 6, 7, and SIE licenses and the Series 63 state license. Richard specializes in retirement planning, investment management, and financial planning. Richard is committed to helping clients achieve their financial goals.
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
06/07/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
NY
12/19/2019 - 06/06/2024
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
MA
09/13/2011 - 12/11/2019
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
AZ
08/01/2006 - 10/30/2008
ING FUNDS DISTRIBUTOR, LLC (SCOTTSDALE AZ)
MI
05/10/2004 - 08/09/2006
SIGMA FINANCIAL CORPORATION (CLARKSTON MI)
BC
Issued 11/11/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2013
Series 7 - General Securities Representative Examination
BC
Issued 09/12/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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