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 $16.69 million as of May 12th, 2021. Mr. White owns 63,102 shares of LPL Financial stock worth more than $16,693,003 as of April 25th. 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 during the last quarter. 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), 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, LPL Financial insiders bought shares 1 times. They purchased a total of 557 shares worth more than $100,388.11. In the last twelve months, insiders at the financial services provider sold shares 10 times. They sold a total of 75,999 shares worth more than $19,681,884.73. The most recent insider tranaction occured on February, 26th when Director Kabir Sethi sold 1,300 shares worth more than $346,450.00. Insiders at LPL Financial own 1.0% of the company. Learn More about insider trades at LPL Financial.

Information on this page was last updated on 2/26/2024.

George Burton White Insider Trading History at LPL Financial

Transaction DateBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
2/7/2022Sell80,368$181.18$14,561,074.24View SEC Filing Icon  
12/7/2021Sell22,271$166.10$3,699,213.10View SEC Filing Icon  
5/12/2021Sell50,608$146.56$7,417,108.4863,102View SEC Filing Icon  
8/12/2020Sell22,573$84.36$1,904,258.2853,081View SEC Filing Icon  
12/6/2019Sell20,703$92.30$1,910,886.9049,512View SEC Filing Icon  
11/6/2019Sell51,140$86.34$4,415,427.6040,809View SEC Filing Icon  
1/10/2019Sell23,892$66.00$1,576,872.0050,581View SEC Filing Icon  
11/8/2018Sell23,893$66.00$1,576,938.0050,582View SEC Filing Icon  
3/13/2018Sell25,000$65.42$1,635,500.0050,505View SEC Filing Icon  
2/22/2017Sell25,000$40.14$1,003,500.0046,445View SEC Filing Icon  
See Full Table

George Burton White Buying and Selling Activity at LPL Financial

This chart shows George Burton White's buying and selling at LPL Financial by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

LPL Financial Company Overview

LPL Financial logo
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.
Read More

Today's Range

Now: $264.54
Low: $264.50
High: $268.10

50 Day Range

MA: $263.32
Low: $255.00
High: $273.77

2 Week Range

Now: $264.54
Low: $179.00
High: $274.35

Volume

388,529 shs

Average Volume

402,764 shs

Market Capitalization

$19.76 billion

P/E Ratio

19.38

Dividend Yield

0.45%

Beta

0.84