Duncan Edward White
Investment adviser representative at LPL Financial LLC
11 yearsExperience
4 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- LPL Financial LLCJul 2021 to now
- Dew Divorce Solutions, LLCApr 2021 to Jul 2021
- Inkpointe Financial Group, LLCFeb 2020 to Jul 2021
- Accumulus Financial Group, LLC (dba)Sep 2017 to Feb 2020
- Deerfield Elementary PtoSep 2014 to Jul 2021
- Lexington Chamber of CommerceFeb 2012 to Aug 2020
- The Columbia StarJan 2011 to Aug 2020
- Various Insurance Carriers for W & R Insurance AgenciesAug 2010 to Jul 2021
- Waddell & Reed, Inc.Aug 2010 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 4 states (GA, MI, SC, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5834380
- Firm CRD
- 6413