Donald Gregory White
Advisor at LPL Enterprise — Miami, FL NW 62nd Ave
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
17 years
Location
Miami, FL 33126
LPL Enterprise
Institution
Donald White is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at OneAmerica Securities, American United Life, Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Co, and Midsouth Capital, Inc. He is also involved in non-variable insurance activities outside of his advisory role. LPL Enterprise provides investment advisory and brokerage services to a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed internally and by third-party strategists, while also offering access to financial planning, third-party asset managers, and affiliated insurance and trust services.
Based on LPL Enterprise
Financial planning and consulting services may be charged a flat fee as negotiated.
Brokerage services through LPLE where commissions and trails are earned; commissions on sales of insurance products.
Up to $500 per hour for financial planning and consulting services.
Fee-only: Financial planning and consulting fees typically range from $0 to $15,000 or up to $500 per hour, may be flat or hourly fees as negotiated; fees may be discounted or complimentary.
Miami, FL NW 62nd Ave
800 NW 62nd Ave, Ste 120
Miami FL 33126
Advisors at this office
24
Florida · Texas
17 years of industry experience
LPL Enterprise LLC
2025 - Present • 1 year
Miami, FL
OneAmerica Securities
2018 - 2025 • 7 years
Norcross, GA
American United Life
2018 - 2025 • 7 years
Norcross, GA
Hornor Townsend & Kent Inc
2015 - 2018 • 3 years
Horsham, PA
Penn Mutual Life Insurance Co
2015 - 2018 • 3 years
Horsham, PA
OneAmerica Securities, Inc.
2010 - 2015 • 5 years
Peachtree Corners, GA
Midsouth Capital, Inc.
2009 - 2009 • 1 year
GA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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