Palmer White has been an investment adviser representative at Life Line Wealth Management since November 2025, and is not listed among the firm’s executive officers or direct owners.
Life Line Wealth Management LLC is a Beverly Hills, CA firm with $558M under management, 97 clients and 5 advisers across 2 offices, as of its March 2026 filing.
- – present · under a yearHouston, TX · Adviser representative · Firm CRD 171051
Investment adviser representative registrations
Palmer White is registered as an investment adviser representative in Texas, since November 2025.
- TexasSince 25 November 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 31 January 2020 |
| SIE | Securities Industry Essentials Examination | 12 December 2019 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 18 November 2019 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Palmer Elias White
- CRD
- 7057031
- Firm
- Life Line Wealth Management · CRD 171051
- Office
- 24 Greenway Plaza, Suite 1800, Houston, TX 77046
- Registration
- Investment adviser registration
- In the industry since
- October 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Palmer White work?
Palmer White is an investment adviser representative registered through Life Line Wealth Management LLC since November 2025, and is not listed among the firm’s executive officers or direct owners.
Is Palmer White a financial advisor?
Yes. Palmer White has a current investment-adviser registration in Texas, through Life Line Wealth Management since November 2025.
How many years of experience does Palmer White have?
Palmer White has 2 years in the financial industry, since October 2024, across 1 adviser firm.
What exams has Palmer White passed?
Palmer White has passed 3 licensing exams: the Series 6TO, SIE and Series 63. The earliest, the Series 6TO, was passed in November 2019.
Where is Palmer White based?
Palmer White’s registered office is in Houston, TX.
Is Palmer White registered with FINRA?
No. Palmer White has no current broker registration.
How can I verify Palmer White’s record?
Search CRD 7057031 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Palmer White’s full registration record.
- Lameck LukangaChief Executive Officer
- Aaron StephensChief Investment Officer, Chief Compliance Officer