Sarah Lauren White
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- LPL Financial LLCAug 2026 to now
- UnemployedMay 2026 to Aug 2026
- Private Client ServicesApr 2024 to May 2026
- Stonebridge Financial Group, LLCFeb 2024 to May 2026
- Triad AdvisorsJul 2023 to Apr 2024
- Triad Hybrid SolutionsJul 2023 to Feb 2024
- Prospera Financial Services Inc.Jan 2020 to Jul 2023
- UnemployedJul 2019 to Jan 2020
- Director of Major Gifts, Lebanon Valley CollegeJul 2016 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7224277
- Firm CRD
- 6413