Business Relationship with LPL

OUR BUSINESS RELATIONSHIP
WITH LPL FINANCIAL

At Mark White Wealth Advisors, we are proud of our relationship with LPL Financial. LPL Financial empowers financial professionals like us to provide our clients with objective, client-centered advice by offering access to robust resources, industry-leading technology, and a wide array of tools that support our practice and your financial goals.

Why LPL Financial?

LPL Financial is steadfast in its mission to take care of advisors, so we can take care of our clients. They provide us with cutting-edge technology platforms, innovative solutions, and personalized business models that allow us to operate independently and with flexibility. This relationship enables us to deliver tailored strategies and maintain a commitment to fostering long-term client relationships. Additionally, LPL’s culture centers on empowering financial professionals and prioritizing trust, transparency, and client satisfaction.

As an independent firm, we remain free from proprietary product requirements, which means our recommendations are always made with your best interests in mind. Through our partnership with LPL Financial, we can offer comprehensive resources that facilitate informed decision-making and help you pursue financial success with confidence.

Learn more about LPL Financial: www.lpl.com

LPL FINANCIAL BY THE NUMBERS

SERVING & PROTECTING YOUR ASSETS

For more information about LPL Financial, visit www.lpl.com

*As of September 2025

1 Based on total revenues, Financial Planning magazine, 1996-2024

2 LPL ranked #340 on the Fortune 500 in 2025

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Mark White Wealth Advisors

Office: 475-227-0075

Fax: 203.549.1462

Connecticut
388 E. Main St., #24L

Branford, CT 06405

Florida
124 Courtenay Court

Jupiter, FL 33458

LPL Financial Form CRS

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by ArekMD to provide information on a topic that may be of interest. ArekMD is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Mark White is a Registered Representative with, and Securities and Advisory Services offered through, LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CT, DC, DE, FL, GA, MA, MD, ME, MN, NC, NE, NH, NJ, NY, OH, PA, RI, SC, TX, UT, VA, WA

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