Thomas
Green

Lpl Financial LLC

CRD#6477326
Investment Advisor
in San Diego, CA

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About this Advisor

Thomas Green is a financial advisor working in San Diego, California who has 1 year of relevant experience. Green is an advisor for Lpl Financial LLC. Their career trajectory has included roles at Sherwin Williams, Adecco, Merchant Metals, Valen Enterprises, Eas, Hire Priority, Bg Staffing, Invenio Solutions, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Lpl Financial LLC and Edward Jones. Green maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in Texas. Lpl Financial LLC is a financial advisory business based out of Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 employees. It has $368 billion in total assets among its 1,688,501 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides financial advice to 3,425 charitable organizations. Of its 1,688,501 client accounts, 31% are held by high-net-worth investors who have at least $1 million in assets available to invest. Lpl Financial LLC provides a wide set 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. Fees for financial management usually vary depending on the financial services offered. However, fee types charged by Lpl Financial LLC likely consist of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

4707 Executive Dr
San Diego, CA 92121-3091

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

CA Average: $646,059,043
Total Number of Employees

31,366

CA Average: 13
Total Number of Accounts

1,688,501

CA Average: 661
Average Account Size

$217,956

CA Average: $977,396

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

Thomas Green Work History

Thomas has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Lpl Financial LLC

2020 - 2022 (2 years)

Cambridge Investment Research, Inc

2020 - 2022 (2 years)

Cambridge Investment Research Advisors, Inc

2015 - 2019 (4 years)

Edward Jones

2014 - 2014 (< 1 year)

Adecco

2014 - 2014 (< 1 year)

Valen Enterprises

2014 - 2014 (< 1 year)

Eas

2014 - 2014 (< 1 year)

Hire Priority

2014 - 2014 (< 1 year)

Bg Staffing

2014 - 2015 (1 year)

Invenio Solutions

2014 - 2014 (< 1 year)

Adecco

2013 - 2013 (< 1 year)

Sherwin Williams

2013 - 2014 (1 year)

Merchant Metals

*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 Thomas 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

Eric Matthews
Fort Mill, SC
Joseph Praino
Purchase, NY
Daniel Gielow
Festus, MO
Bridget Platania
Arlington Heights, IL
Eric Shore
Danville, IL
Aaron Belgard
Guntersville, AL
Jon Mcknight
Dyersburg, TN
Karen Soule
Boston, MA

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.

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