Cortney White

About Cortney White

I am the Business Development Officer for LPL Financial in Arizona, Colorado, New Mexico, Utah, and Wyoming. My mission is to work with advisors seeking greater control over their professional and personal life. Independence with LPL can open a broad range of new opportunities and tangible benefits. You will be empowered to focus on what you do best - provide objective advice and an amazing experience to your clients.We take care of our advisors so they can take care of their clients. I look forward to getting to know you. Cell:(72••••••57Email: C••••••••@lplfinancial.comLPL Financial. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC sites, please see \'contact information\'.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy of completeness.

Experience

1. Vice President of Business Development

   LPL Financial

   Jun 2024 — Present

Education

• University of Arkansas

  B.S.B.A., Finance

Skills

• Pensions
• Financial Analysis
• Building Business Relationships
• Series 7
• Investment Management
• Alternative Investments
• Retirement Planning
• Finra
• Portfolio Management
• Selling
• Strategic Planning
• Asset Management
• Marketing Strategy
• New Business Development
• Business Planning
• Retirement
• Asset Allocation
• Mutual Funds
• Life Insurance
• Tpa
• Financial Services
• Crm
• Employee Benefits
• Sales Management
• Leadership
• 401k
• Series 63
• Marketing
• Salesforce.com
• Business Development
• Series 6
• Sales