George Burton White net worth and biography

George White Biography and Net Worth

Director of LPL Financial

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.

What is George Burton White's net worth?: The estimated net worth of George Burton White is at least $21.13 million as of May 12th, 2021. Mr. White owns 63,102 shares of LPL Financial stock worth more than $21,129,705 as of December 26th. This net worth approximation does not reflect any other assets that Mr. White may own. Learn More about George Burton White's net worth.
How do I contact George Burton White?: The corporate mailing address for Mr. White and other LPL Financial executives is 4707 EXECUTIVE DRIVE, SAN DIEGO CA, 92121. LPL Financial can also be reached via phone at (800) 877-7210 and via email at [email protected]. Learn More on George Burton White's contact information.
Has George Burton White been buying or selling shares of LPL Financial?: George Burton White has not been actively trading shares of LPL Financial within the last three months. Most recently, George Burton White sold 80,368 shares of the business's stock in a transaction on Monday, February 7th. The shares were sold at an average price of $181.18, for a transaction totalling $14,561,074.24. Learn More on George Burton White's trading history.
Who are LPL Financial's active insiders?: LPL Financial's insider roster includes Dan Arnold (CEO), Matthew Audette (CFO), Matthew Enyedi (Director), Edward Fandrey (Director), William Glavin, Jr. (Director), Aneri Jambusaria (Director), Sallie Larsen (Director), Michelle Oroschakoff (Director), Scott Seese (Director), Kabir Sethi (Director), Brent Simonich (CAO), Richard Steinmeier (Director), and George White (Director). Learn More on LPL Financial's active insiders.
Are insiders buying or selling shares of LPL Financial?: In the last twelve months, insiders at the financial services provider sold shares 8 times. They sold a total of 66,133 shares worth more than $17,586,618.71. The most recent insider tranaction occured on December, 5th when Director Aneri Jambusaria sold 305 shares worth more than $101,241.70. Insiders at LPL Financial own 1.3% of the company. Learn More about insider trades at LPL Financial.
Information on this page was last updated on 12/5/2024.

George Burton White Insider Trading History at LPL Financial

Transaction Date	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
2/7/2022	Sell	80,368	$181.18	$14,561,074.24
12/7/2021	Sell	22,271	$166.10	$3,699,213.10
5/12/2021	Sell	50,608	$146.56	$7,417,108.48	63,102
8/12/2020	Sell	22,573	$84.36	$1,904,258.28	53,081
12/6/2019	Sell	20,703	$92.30	$1,910,886.90	49,512
11/6/2019	Sell	51,140	$86.34	$4,415,427.60	40,809
1/10/2019	Sell	23,892	$66.00	$1,576,872.00	50,581
11/8/2018	Sell	23,893	$66.00	$1,576,938.00	50,582
3/13/2018	Sell	25,000	$65.42	$1,635,500.00	50,505
2/22/2017	Sell	25,000	$40.14	$1,003,500.00	46,445

George Burton White Buying and Selling Activity at LPL Financial

LPL Financial Company Overview

LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at enterprises in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, fixed income, alternative investments, retirement and 529 education savings plans, and insurance. The company also provides fee-based platforms that provide access to mutual funds, exchange-traded funds, stocks, bonds, certain option strategies, unit investment trusts, and institutional money managers and no-load multi-manager variable annuities. In addition, it offers money market products; and retirement solutions for commission-and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, the company provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services for estates and families, as well as insurance brokerage general agency services; and technology products, such as proposal generation, investment analytics, and portfolio modeling. The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California.

Today's Range

Now: $334.85

$332.29

$335.22

50 Day Range

MA: $305.47

$254.78

$334.93

2 Week Range

Now: $334.85

$187.19

$335.22

Volume

62,064 shs

Average Volume

710,924 shs

Market Capitalization

$25.07 billion

P/E Ratio

25.18

Dividend Yield

0.36%

Beta

0.86

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