Steven Green
Steven Green is a registered investment advisor at LPL Financial LLC, based in Springfield, MO, 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
4650 S National Ave Ste B1, Springfield, MO, 65810-2894
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Regulatory History (1)
Customer Dispute
May 2010Other Business ActivitiesSells Insurance
Steven operates StrongPath Financial as a DBA for his LPL business. He also engages in non-variable insurance activities through Saybrus Partners and another entity, dedicating about 10-20% of his time to these insurance-related activities, and minimal time to Saybrus Partners. Additionally, Steven is a business owner involved in a non-investment related activity, spending about 10-20% of his time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Great Southern InvestmentsBroker
First Investors CorporationBroker
State Registrations20 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.