Ronald Greene
Ronald Greene is a registered investment advisor at LPL Financial LLC, based in Towson,, MD, with 40 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Towson,, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ronald is an independent broker selling and servicing fixed (group) insurance products to existing employer benefit clients, dedicating about 10-20% of his time to this activity. He also operates Greene Financial Services, Inc. as a DBA for his LPL business and owns Ron Greene Art, spending a few hours per week on art/painting.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Intersecurities, INC.
Transamerica Financial Advisors, INCBroker
MML Investors Services, INC.Broker
G. R. Phelps & CO., INC.Broker
Mutual Service CorporationBroker
Atlantic Securities, INC.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.