Ronald William White

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2012 → 03/2025
  The Investment Center Inc
  Manalapan, NJ
• 04/2012 → 03/2025
  Ic Advisory Srevices Inc
  Manalapan, NJ
• 03/2025 → Present
  Lpl Financial Llc
  Manalapan, NJ

Previous Registrations

• 2012-04-16 → 2025-03-06
  Ic Advisory Services, Inc.
  Manalapan, NJ
  Bedminster, NJ
• 2009-04-03 → 2012-04-13
  Wells Fargo Clearing Services, Llc
  Oakhurst, NJ
  Matawan, NJ
  Marlboro, NJ
• 2007-01-18 → 2009-03-16
  Banc Of America Investment Services, Inc.
  E. Brunswick, NJ
  Spotswood, NJ
  Eatontown, NJ
  Eatontown, NJ
  Old Bridge, NJ

Other Businesses

1. 03/06/2025- BITE BACK TICK AND MOSQUITO CONTROL-Other- NOT INV RELATED- AT Reported Business Location(s)- Start date 04/01/2021- 20 Hours Per Month-20 Hours Per Trading 2. 03/06/2025- SYMETRA- Non-Variable Insurance Commission Trails- INV Related- At Reported Business Location(s)- Start date 08/01/2017 3. 03/06/2025- EAST COAST FIREPLACE AND SWEEPS LLC- Not INV Related- At Reported Business Location(s)- Start date 10/15/2024- 10 Hours Per Month- 10 Hours During Trading 4. 03/06/2025- BROOKSIDE WEALTH MANEGMENT LLC- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 01/01/2012- 160 Hours Per Month- 160 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-01-17
• S63 Uniform Securities Agent State Law Examination
  1996-02-21

Other Names

• Ron White