Nathan
Green
Lpl Financial LLC
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About this Advisor
Nathan Green is a certified financial planner based out of Searcy, Arkansas, with 4 years of industry experience. Green is currently employed by Lpl Financial LLC. Green has gained experience at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, Kernodle & Katon Asset Management Group, LLC, Simmons First Investment Group, Inc, Lpl Financial LLC and Simmons Bank. Green has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Arkansas and Texas. Lpl Financial LLC is a financial advisory company that has its headquarters in Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 financial advisors. It administers $368 billion in assets between its 1,688,501 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 3,425 charities and foundations. Of its 1,688,501 client accounts, 31% belong to high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fees largely depend on which service is provided. However, fee types billed by Lpl Financial LLC can be comprised of any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Nathan Green Work History
Nathan has been registered as a financial advisor for 4 years.*
Lpl Financial LLC
Simmons Bank
Simmons First Investment Group, Inc
Kernodle & Katon Asset Management Group, LLC
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nathan Green to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Biloxi, MS
Corpus Christi, TX
Charlestown, MA
Bridgeport, CT
Chico, CA
The Villages, FL
Newport Beach, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
