Raymond James & Associates
44yrs
Top advisor by experience in Lakewood Ranch
30yrs
James White has worked in the financial industry for 30 years and is a fiduciary financial advisor based in Lakewood Ranch, Florida. After four years at Grove Point Advisors and three years at Oppenheimer & Co., James joined LPL Financial in 2025, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 162 advisors with offices in Lakewood Ranch, and one of 142 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 16% by experience in Florida
OfficeLakewood Ranch, FL
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- May 2025 – nowLPL Financial LLCCurrent firm
- 2021 – 2025Grove Point Advisors, LLCPreviously
- 2018 – 2021Oppenheimer & Co. Inc.Previously
- 2013 – 2018Wells Fargo Clearing Services, LLCPreviously
- 2008 – 2013Oppenheimer & Co. Inc.Previously
- Jan 2007 – Nov 2008MerrillPreviously
Contact James
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for James. Lakewood Ranch, FLOffice · Get directions Facebook pageLPL FinancialIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask James
Tailored to James’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About James
How do I contact James?
Call LPL Financial at (704) 733-3300 and ask for James White. James works from the Lakewood Ranch, FL office.
How long has James been a financial advisor?
James has been in the industry since 1996, about 30 years. Top 16% by experience in Florida.
What licenses does James hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask James for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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