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David Z

Series 66

Kingwood, TX

LPL Financial

David Zientek is a financial advisor with LPL Financial in Kingwood, TX, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Intrua Financial LLC, Willis Johnson & Associates, and the University of Houston. Outside of advising, he is involved with ORDOS Tax Services as an Enrolled Agent and tax preparer. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, with both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Ethan W

Series 66

Kingwood, TX

LPL Financial

Ethan White is a financial advisor with LPL Financial in Kingwood, Texas, holding a Series 66 credential and seven years of industry experience. He has been with LPL Financial since 2012 and is also involved in tax preparation and accounting services through Ordos Tax Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Robert W

Series 63

Kingwood, TX

LPL Financial

Robert White is a financial advisor with LPL Financial in Kingwood, TX, holding a Series 63 license and having 38 years of industry experience. He has worked at LPL Financial since 2000 and previously spent five years with Intrua Financial. He is also a Notary Public for the State of Texas and operates a tax preparation and accounting service alongside his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Terry W

Series 63, Series 65

Kingwood, TX

LPL Financial

Terry Whitney Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with LPL Financial since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

College savings (529s, UTMA, etc.)
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