Bobby White, financial advisor Vestavia Hills AL
93 score

Bobby White

CRD Number: 3095184
Current Firm: Lpl Financial LLC

Bobby White (CRD# 3095184) is an Investment Advisor Representative working at Lpl Financial LLC in Vestavia Hills, AL and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Reliance Financial Group, LLC Birmingham, AL Aug 2011 - Current 5
Lpl Financial, LLC Birmingham, AL Aug 2011 - Current 5
Rfg Advisory Group, LLC Birmingham, AL Aug 2011 - Current 5
Everbank Jacksonville, FL May 2005 - Current 11
Reliance Insurance Agency, LLC Birmingham, AL Jan 2005 - Current 11
Reliance Real Estate Company, LLC Birmingham, AL May 2004 - Current 12
Bisys Birmingham, AL Nov 2003 - Current 13
Securities America, Inc. Birmingham, AL Jun 2004 - Aug 2011 7
Securities America Advisors, Inc. Birmingham, AL Jun 2004 - Aug 2011 7
Professional Management Company, LLC Birmingham, AL Jul 2005 - Oct 2006 1
Professional Resources Company, LLC Birmingham, AL Jul 2005 - Oct 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 1998
Contact Info for Bobby R. White
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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