Marissa Green (CRD# 6902021) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Delran, NJ and has over 3 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 5907876
Blackrock Investment Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brookstone Capital Management | Wheaton, IL | Sep 2019 - Current | 3 |
| Law Offices Of John Dooley | Pennsauken, NJ | Nov 2017 - Current | 5 |
| Union Financial Services | Delran, NJ | Jul 2017 - Current | 5 |
| Union Financial Services | Delran, NJ | Jul 2017 - Current | 5 |
| N/a | Delran, NJ | Jun 2017 - Jul 2017 | < 1 |
| Coastal Carolina University | Conway, SC | Aug 2014 - May 2017 | 2 |
| N/a | Delran, NJ | Apr 2014 - Aug 2014 | < 1 |
| Delran School District | Delran, NJ | Sep 2001 - Jun 2014 | 12 |
| Panera Bread | Delran, NJ | Feb 2013 - Mar 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2019 |
- FL
- NJ
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Total Assets Under Management8,400MILLIONS
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Total Number of Accounts56,000ACCOUNTS
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Average Account Value$150,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV
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