Palmer Elias White
Investment adviser representative at Life Line Wealth Management LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$557.6MFirm assets
Are you Palmer Elias White? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Life Line Wealth Management LLCMar 2024 to now
- Life Line Financial GroupJan 2021 to Feb 2024
- Northwestern MutualJan 2019 to Jan 2021
- Drais NightclubDec 2018 to Jan 2020
- Temple NightclubJun 2018 to Oct 2018
- ViewhouseJan 2017 to Feb 2018
- Chadron State CollegeAug 2013 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (TX).
Life Line Wealth Management LLC
$557.6MAssets managed
97Clients
3Advisers
7 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
- 7057031
- Firm CRD
- 171051