Charles 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

• 03/2016 → 12/2020
  The Huntington Investment Company
  Columbus, OH
• 01/2021 → Present
  Lpl Financial Llc
  Pittsburgh, PA

Previous Registrations

• 2016-03-31 → 2020-12-16
  The Huntington Investment Company
  Pittsburgh, PA
  Monroeville, PA
  New Kensington, PA
  Mt. Lebanon, PA
  Pittsburgh, PA
• 2014-07-30 → 2015-02-03
  Allstate Financial Advisors, Llc
  Monroeville, PA
• 2009-06-03 → 2013-10-07
  Citizens Securities, Inc.
  North Huntingdon, PA
  Pleasant Hills, PA
  Pittsburgh, PA
  Washington, PA
  Monessen, PA
  Monessen, PA
  Mcmurray, PA
  Pittsburgh, PA
  Coraopolis, PA
  Monroeville, PA
  Allison Park, PA
  Pittsburgh, PA
  West Mifflin, PA
  Munhall, PA
  Turtle Creek, PA
  Braddock Hills, PA
  Bridgeville, PA
  Pittsburgh, PA
  Mckees Rocks, PA
  Pittsburgh, PA
  Pittsburgh, PA
  West Mifflin, PA
  Donora, PA
  Wilkinsburg, PA
  Pittsburgh, PA
  Bethel Park, PA
  Bethel Park, PA
  Coraopolis, PA
  Pittsburgh, PA
  Ambridge, PA
  Latrobe, PA
  Greensburg, PA
  Latrobe, PA
  Ligonier, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Mcmurray, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Bethel Park, PA
  Finleyville, PA
  Monongahela, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Homestead, PA
  North Versailles, PA
  Pittsburgh, PA
  Whitehall, PA
  Pittsburgh, PA
  Greensburg, PA
  Washington, PA
  Charleroi, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Carnegie, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Upper St. Clair, PA
  Burgettstown, PA
  Canonsburg, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
  White Oak, PA
  Jeannette, PA
  Greensburg, PA
  North Huntingdon, PA
  Box M New Stanton, PA
  Greensburg, PA
• 2009-02-04 → 2009-05-21
  Natcity Investments, Inc.
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Monroeville, PA
  Murrysville, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Monroeville, PA
• 2003-05-07 → 2003-05-29
  Citizens Securities, Inc.
  Penn Hills, PA

Other Businesses

1) 1/21/2021 - iFinancial Services Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/06/2020 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-02-25
• S63 Uniform Securities Agent State Law Examination
  1985-12-10

Other Names

• Charles William White
• Chuck White
• Charles William White