Jennifer Green, financial advisor Bridgeton MO
93 score

Jennifer Green

CRD Number: 4480877
Current Firm: Lpl Financial LLC

Jennifer Green (CRD# 4480877) is an Investment Advisor Representative working at Lpl Financial LLC in Bridgeton, MO and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Llc (formerly: Linsco/private Ledger Corp.) Bridgeton, MO Nov 2007 - Current 9
Vantage Credit Union Bridgeton, MO Oct 2002 - Current 14
Sws Financial Services Bridgeton, MO Nov 2001 - Nov 2007 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2002
S66 NASAA Uniform Combined State Law Examination Feb 2012
Contact Info for Jennifer L. Green
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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