Lutelles White, financial advisor Pittsburgh PA

Lutelles White

CRD 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 11 years of experience in the finance industry.

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Tiaa-cref Individual & Institutional Services, LLC Pittsburgh, PA May 2017 - Current 6
Tiaa Pittsburgh, PA May 2017 - Current 6
East Liberty Chamber Of Commerce Pittsburgh, PA Sep 2016 - Apr 2020 3
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Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2012
S65 NASAA Investment Advisors Law Examination May 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Lutelles L. White
Phone Number: 212-490-9000
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    30,907
    MILLIONS
  • Total Number of Accounts
    76,892
    ACCOUNTS
  • Average Account Value
    $401,951
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, WY

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