Henry Greenberg, financial advisor Worcester MA

Henry Greenberg

CRD Number: 1412544
Current Firm: Lpl Financial LLC

Henry Greenberg (CRD# 1412544) is an Investment Advisor Representative working at Lpl Financial LLC in Worcester, MA and has over 38 years of experience in the finance industry.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Lpl Financial, LLC Worcester, MA May 2021 - Current 2
Voya Financial Advisors, Inc. Worcester, MA Jul 2016 - May 2021 4
Investors Capital Corp Lynnfield, MA Aug 2009 - Jun 2016 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1985
S65 NASAA Investment Advisors Law Examination Oct 1991
Contact Info for Henry A. Greenberg
Phone Number: 704-733-3300
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
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, WY

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