Lillian
Green
Sterling Capital Management LLC
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About this Advisor
Lillian Green is a financial advisor based in Charlotte, North Carolina, working with Sterling Capital Management LLC. Lillian has previously held positions at Sterling Capital Distributors, LLC, Sterling Capital Management LLC, North Carolina Real Estate Agent, Bank Of America, and North Carolina Real Estate Agent/Ag Williams Real Estate. Lillian has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Lillian is part of Sterling Capital Management LLC, which operates out of Charlotte, North Carolina. The firm has 5 offices and 181 employees. The firm manages assets totaling $66.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Sterling Capital Management LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sterling Capital Management LLC Brokerage Details
$66,746,472,114
181
3,215
$20,760,956
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Lillian Green Work History
Sterling Capital Distributors, LLC
Sterling Capital Management LLC
North Carolina Real Estate Agent
North Carolina Real Estate Agent/Ag Williams Real Estate
Bank Of America
Disclosures
Please visit the SEC profile of Lillian 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 Sterling Capital Management LLC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
King Of Prussia, PA
Charlotte, NC
Jupiter, FL
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