Joel White, financial advisor Spokane Valley WA

Joel White

CRD Number: 2446976
Current Firm: Lpl Financial LLC

Joel White (CRD# 2446976) is an Investment Advisor Representative working at Lpl Financial LLC in Spokane Valley, WA and has over 30 years of experience in the finance industry. Joel White has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lpl Financial Spokane Valley, WA Jun 2019 - Current 4
Cincinnati Life Insurance Spokane, WA Apr 2018 - Jun 2019 1
Athene Spokane Valley, WA Mar 2018 - Jun 2019 1
Jackson National Life Insurance Spokane Valley, WA Feb 2018 - Jun 2019 1
American National Spokane, WA Feb 2018 - Jun 2019 1
Raymond James Financial Services, Inc. Spokane Valley, WA Jan 2018 - Jun 2019 1
Raymond James Financial Services Advisors Inc. Spokane Valley, WA Jan 2018 - Jun 2019 1
Kansas City Life Insurance Company Kansas City, MO Aug 2009 - Jun 2019 9
Mass Mutual Life Insurance Company Springfield, MA Oct 1993 - Jun 2019 25
Securities America, Inc. La Vista, NE Nov 2014 - Jan 2018 3
Sunset Financial Services, Inc. Kansas City, MO Nov 2009 - Nov 2014 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1994
S65 NASAA Investment Advisors Law Examination Jan 1996
Contact Info for Joel C. White
Phone Number: 704-733-3300
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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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