George White

Chief Executive Officer at

Carson Group Holdings LLC

57 year

Finance

Consumer Services

Profile

Mr. George B. White is a Managing Director & Investor of Investment Solutions at LPL Financial LLC and a Chief Investment Officer, Managing Director & Investor of Investment Solutions at LPL Financial Holdings, Inc. He is on the Board of Directors at Money Management Institute. 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 ten years. He 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.

George White active positions

Companies	Position	Start
Money Management Institute Money Management Institute Investment ManagersFinance Provides financial advisory services for individual & institutional investors	Director/Board Member	-
Carson Group, Inc. Carson Group, Inc. Investment ManagersFinance Provides financial advisory services	Chief Executive Officer	09/04/2024
Carson Group Holdings LLC Carson Group Holdings LLC Investment ManagersFinance Provides financial advisory services	Chief Executive Officer	01/04/2024

All active positions of George White

Former positions of George White

Companies	Position	End
LPL FINANCIAL HOLDINGS INC.	Chief Investment Officer	31/03/2022
LPL Financial LLC LPL Financial LLC Investment ManagersFinance LPL Financials’ advisory services are made available to clients primarily through individuals associated with LPL as investment advisor representatives (IARs). The IARs has access to various research reports and model portfolios to which they may refer in determining investment advice IAR provides to clients. The IAR chooses their own research methods, investment style and management philosophy.	Director of Research - Fxd Inc	01/03/2022
Wachovia Securities LLC Wachovia Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	31/10/2007
Thompson, Siegel & Walmsley LLC Thompson, Siegel & Walmsley LLC Investment ManagersFinance TSW combines a disciplined, value-driven investment approach with comprehensive operational capabilities and a client-centric culture striving to deliver superior active investment management in a rapidly changing world.	Analyst-Equity	-
Hammond Associates Institutional Fund Consultants, Inc. Hammond Associates Institutional Fund Consultants, Inc. Investment ManagersFinance Provides investment advice	Analyst-Equity	-

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Training of George White

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Private companies

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Linked companies

Private companies	9
LPL Financial Holdings, Inc. LPL Financial Holdings, Inc. Investment Banks/BrokersFinance Operates as an investment holding company with interests in technology, brokerage and investment advisory services	Finance
Thompson, Siegel & Walmsley LLC Thompson, Siegel & Walmsley LLC Investment ManagersFinance TSW combines a disciplined, value-driven investment approach with comprehensive operational capabilities and a client-centric culture striving to deliver superior active investment management in a rapidly changing world.	Finance
LPL Financial LLC LPL Financial LLC Investment ManagersFinance LPL Financials’ advisory services are made available to clients primarily through individuals associated with LPL as investment advisor representatives (IARs). The IARs has access to various research reports and model portfolios to which they may refer in determining investment advice IAR provides to clients. The IAR chooses their own research methods, investment style and management philosophy.	Finance
Wachovia Securities LLC Wachovia Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
The College of William & Mary The College of William & Mary Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Hammond Associates Institutional Fund Consultants, Inc. Hammond Associates Institutional Fund Consultants, Inc. Investment ManagersFinance Provides investment advice	Finance
Money Management Institute Money Management Institute Investment ManagersFinance Provides financial advisory services for individual & institutional investors	Finance
Carson Group, Inc. Carson Group, Inc. Investment ManagersFinance Provides financial advisory services	Finance
Carson Group Holdings LLC Carson Group Holdings LLC Investment ManagersFinance Provides financial advisory services	Finance