Lutelles WhiteCRD Number: 6087303
Current Firm: Advice And Planning Services
Lutelles White (CRD# 6087303) is an Investment Advisor Representative working at Advice And Planning Services in Pittsburgh, PA and has over 5 years of experience in the finance industry.
Wealthcare Capital Management LLC
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
|Tiaa-cref Individual & Institutional Services, LLC||Pittsburgh, PA||May 2017 - Current||1|
|Tiaa||Pittsburgh, PA||May 2017 - Current||1|
|East Liberty Chamber Of Commerce||Pittsburgh, PA||Sep 2016 - Current||1|
|Various Insurance Carriers For W&r Insurance Agencies||Pittsburgh, PA||Nov 2012 - May 2017||4|
|Waddell & Reed, Inc.||Glenshaw, PA||Jun 2012 - May 2017||4|
|James Sullivan||Pittsburgh, PA||Jan 2015 - Jun 2016||1|
|University Of Pittsburgh||Pittsburgh, PA||Sep 2010 - Aug 2012||1|
|University Of Pittsburgh||Pittsburgh, PA||Sep 2008 - Sep 2010||2|
|University Of Pittsburgh||Pittsburgh, PA||Sep 2004 - Sep 2008||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2012|
|S65||NASAA Investment Advisors Law Examination||May 2013|
Total Assets Under Management21,673MILLIONS
Total Number of Accounts55,750ACCOUNTS
Average Account Value$388,745
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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