Leah Green, financial advisor Saint George UT
77 score

Leah Green

CRD 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 2 years of experience in the finance industry.

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Company Name Location Dates Years
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Leah J. Green
Phone Number: 435-628-8773
Registered State(s):
  • NV
  • UT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States


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