Leah GreenCRD Number: 6246332
Current Firm: Parker Advisory Group, Inc.
Leah Green (CRD# 6246332) is an Investment Advisor Representative working at Parker Advisory Group, Inc. in Saint George, UT and has over 3 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Principal Securities, Inc.
Bcj Capital Management
|Parker Advisory Group||St. George, UT||May 2016 - Current||1|
|Wells Fargo Advisors, LLC||Saint George, UT||Jan 2014 - May 2016||2|
|Wells Fargo Advisors LLC||Salt Lake City, UT||Nov 2013 - May 2016||2|
|Wells Fargo Bank||Salt Lake City, UT||May 1996 - Nov 2013||17|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2014|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management87MILLIONS
Total Number of Accounts257ACCOUNTS
Average Account Value$339,227
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses