Lee White's Location
Texas, United States
Lee White's Work
- Financial Consultant @ Charles Schwab
- Sr. Financial Consultant @ TD Ameritrade
- Private Client Advisor @ J.P. Morgan Chase Bank N.A.
- Sr. Financial Consultant @ TD Ameritrade
- Branch Manager @ TD Ameritrade
- Branch Manager @ Scottrade
- Investment Consultant @ TD Ameritrade
- Financial Advisor @ Capital One
- Regional Vice President @ Allianz
Lee White's Education
- University of North Texas
Bachelor of Business Administration (BBA) (Marketing/Marketing Management, General)
1989 - 1991
Lee White's Skills
- Financial Planning
- Investment Advisory
- Investments
- Series 7
- Investment Strategies
- Retirement Planning
- Mutual Funds
- Wealth Management
- Series 63
- Financial Services
Lee White's Summary
Lee White, based in Texas, United States, is currently a Financial Consultant at Charles Schwab, bringing experience from previous roles at TD Ameritrade and J.P. Morgan Chase Bank N.A.. Lee White holds a 1989 - 1991 Bachelor of Business Administration (BBA) in Marketing/Marketing Management, General @ University of North Texas. With a robust skill set that includes Financial Planning, Investment Advisory, Investments, Series 7, Investment Strategies and more, Lee White contributes valuable insights to the industry. Lee White has 2 emails on RocketReach.
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