The estimated Net Worth of George Burton White is at least $30.7 Million dollars as of 7 February 2022. Mr. White owns over 80,368 units of LPL Inc stock worth over $26,600,582 and over the last 12 years he sold LPLA stock worth over $1,904,258. In addition, he makes $2,161,760 as Managing Director and Investor and Investment Solutions and Chief Investment Officer at LPL Inc.
George has made over 12 trades of the LPL Inc stock since 2017, according to the Form 4 filled with the SEC. Most recently he exercised 80,368 units of LPLA stock worth $2,369,249 on 7 February 2022.
The largest trade he's ever made was exercising 80,368 units of LPL Inc stock on 7 February 2022 worth over $2,369,249. On average, George trades about 9,481 units every 48 days since 2013. As of 7 February 2022 he still owns at least 126,996 units of LPL Inc stock.
You can see the complete history of Mr. White stock trades at the bottom of the page.
George Burton White serves as Managing Director, Investor and Investment Solutions and Chief Investment Officer of the Company. Mr. White has served as managing director, investor and investment solutions and chief investment officer of LPL Financial since January 2017. He served as managing director, research, and chief investment officer from 2009 to December 2016. Mr. White is responsible for the strategic direction and continued growth of LPL Financial's research, marketing, products, and investment platforms. Prior to joining us in November 2007, Mr. White served as a managing director and director of research for Wachovia Securities for 10 years. Mr. White was also an investment analyst for Mercer Investment Consulting, where he provided investment advice to institutional clients. He started his financial services career on the buy side of the business as a research analyst for Thompson, Siegel, and Walmsley, a value-oriented asset manager. Mr. White received a B.B.A. from the College of William and Mary.
As the Managing Director and Investor and Investment Solutions and Chief Investment Officer of LPL Inc, the total compensation of George White at LPL Inc is $2,161,760. There are 6 executives at LPL Inc getting paid more, with Dan Arnold having the highest compensation of $7,669,950.
George White is 51, he's been the Managing Director and Investor and Investment Solutions and Chief Investment Officer of LPL Inc since 2017. There are 13 older and 11 younger executives at LPL Inc. The oldest executive at LPL Financial Holdings Inc is Richard Schifter, 67, who is the Independent Director.
George's mailing address filed with the SEC is C/O LPL FINANCIAL HOLDINGS INC., 4707 EXECUTIVE DRIVE, SAN DIEGO, CA, 92121.
Over the last 14 years, insiders at LPL Inc have traded over $932,016,471 worth of LPL Inc stock and bought 7,303,648 units worth $244,535,291 . The most active insiders traders include Group Holdings (Sbs) Adviso..., & Friedman Llc Hellman & Fr..., and Mark S Casady. On average, LPL Inc executives and independent directors trade stock every 17 days with the average trade being worth of $29,127,508. The most recent stock trade was executed by Dan H. Arnold on 14 June 2024, trading 10,000 units of LPLA stock currently worth $394,800.
lpl financial, a wholly owned subsidiary of lpl financial holdings inc. (nasdaq:lpla), is a leader in the retail financial advice market and currently serves $462 billion in advisory and brokerage assets. lpl is one of the fastest growing ria custodians and is the nation's largest independent broker-dealer (based on total revenues, financial planning magazine june 1996-2015). the company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and over 700 banks and credit unions, enabling them to help their clients turn life's aspirations into financial realities. advisors associated with lpl also service an estimated 40,000 retirement plans with an estimated $115 billion in retirement plan assets, as of september 30, 2015. lpl also supports approximately 4,300 financial advisors licensed and affiliated with insurance companies with customi
LPL Inc executives and other stock owners filed with the SEC include: