Harry Oliver 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

• 03/1999 → 07/2021
  Waddell & Reed, Inc.
  Vancouver, WA
• 09/1999 → 07/2021
  Various Insurance Carriers For W & R Insurance Agencies
  Vancouver, WA
• 05/2012 → 06/2017
  Clark County Skill Center Foundation
  Vancouver, WA
• 08/2012 → 07/2021
  General Advisory Council For Clark County Skill C
  Vancouver, WA
• 07/2011 → 07/2021
  Rental Home
  Vancouver, WA
• 07/2015 → 07/2021
  Heed Group Llc
  Vancouver, WA
• 04/2018 → 07/2021
  Lifeline Connections
  Vancouver, WA
• 05/2019 → 07/2021
  Wrv Limited, Llc
  Vancouver, WA
• 07/2021 → Present
  Lpl Financial Llc
  Vancouver, WA

Previous Registrations

• 1999-10-11 → 2021-07-21
  Waddell & Reed
  Vancouver, WA
  Seattle, WA
  Vancouver, WA
  Vancouver, WA

Other Businesses

1) 2011 - Real Estate Rental - Rental Home - 0Hrs/Mo - Investment Related - 5108 NE 57th Ave Vancouver, WA 98661 2) 2019 - Business Entity For Tax/Investment Purposes Only - WRV Limited, LLC - Not Investment Related - 7700 NE Greenwood Drive, Suite 100 Vancouver, WA 98662 3) 1999 - Non-Variable Insurance - Harry White III - 0Hrs/Mo - Investment Related - Vancouver, WA 98662 4) 07/15/2015 - Business Entity For Tax/Investment Purposes Only - Heed Group, LLC - Investment Related - Vancouver, WA 98662 5) 10/17/2024 - Maxem Wealth Advisors - DBA for LPL Business (entity for LPL business) - Not Investment Related - At Reported Business Location(s) - Start Date 11/01/2024 - 150 Hours Per Month/ During Trading

Exams

• S66 Uniform Combined State Law Examination
  1999-05-25

Other Names

• Harry Oliver White
• Harry White